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Porter White Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Porter White Investment Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Buy
7,438
+21
+0.3% +$1.05K 0.15% 36
2026
Q1 		$335K Sell
7,417
-3,107
-30% -$146K 0.13% 37
2025
Q4 		$493K Buy
10,524
+10
+0.1% +$463 0.2% 31
2025
Q3 		$481K Sell
10,514
-343
-3% -$15.1K 0.21% 30
2025
Q2 		$460K Sell
10,857
-25
-0.2% -$980 0.21% 31
2025
Q1 		$418K Buy
10,882
+103
+1% +$4.18K 0.21% 29
2024
Q4 		$436K Buy
10,779
+35
+0.3% +$1.43K 0.22% 28
2024
Q3 		$426K Sell
10,744
-8,836
-45% -$337K 0.21% 27
2024
Q2 		$734K Sell
19,580
-164
-0.8% -$5.96K 0.39% 24
2024
Q1 		$721K Buy
19,744
+1,910
+11% +$66.1K 0.38% 24
2023
Q4 		$593K Buy
17,834
+219
+1% +$6.8K 0.37% 24
2023
Q3 		$528K Buy
17,615
+27
+0.2% +$841 0.4% 21
2023
Q2 		$545K Buy
17,588
+1,618
+10% +$47.4K 0.43% 19
2023
Q1 		$459K Buy
15,970
+18
+0.1% +$509 0.39% 17
2022
Q4 		$431K Buy
+15,952
New +$434K 0.38% 15

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Porter White Investment Advisors's DFAU Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.28% in Q2 2026, buying an estimated $1.05K and bringing the position to 7,438 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #36.

Porter White Investment Advisors first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $734K in Q2 2024. 377 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Porter White Investment Advisors held 7,438 shares of Dimensional US Core Equity Market ETF worth $384K as of Q2 2026.
  • Porter White Investment Advisors bought 21 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.05K.
  • Dimensional US Core Equity Market ETF made up 0.15% of Porter White Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Porter White Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Porter White Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $734K in Q2 2024.
  • 377 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.