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Private Wealth Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Private Wealth Management Group’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 		$36.6M Buy
708,536
+36,039
+5% +$1.8M 8.5% 2
2026
Q1 		$30.3M Buy
672,497
+98,620
+17% +$4.64M 7.97% 3
2025
Q4 		$26.9M Buy
573,877
+52,153
+10% +$2.42M 7.17% 3
2025
Q3 		$23.9M Buy
521,724
+101,449
+24% +$4.47M 6.57% 3
2025
Q2 		$17.8M Buy
420,275
+97,586
+30% +$3.83M 5.91% 4
2025
Q1 		$12.4M Buy
322,689
+133,298
+70% +$5.41M 4.58% 7
2024
Q4 		$7.67M Buy
189,391
+78,989
+72% +$3.23M 2.94% 13
2024
Q3 		$4.38M Buy
110,402
+61,531
+126% +$2.35M 1.73% 15
2024
Q2 		$1.83M Buy
+48,871
New +$1.78M 0.79% 21

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Private Wealth Management Group's DFAU Position: Q2 2026 in Review

Private Wealth Management Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.4% in Q2 2026, buying an estimated $1.8M and bringing the position to 708,536 shares worth $36.6M. The position accounts for 8.5% of the portfolio, ranked #2.

Private Wealth Management Group first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Private Wealth Management Group held 708,536 shares of Dimensional US Core Equity Market ETF worth $36.6M as of Q2 2026.
  • Private Wealth Management Group bought 36,039 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.8M.
  • Dimensional US Core Equity Market ETF made up 8.5% of Private Wealth Management Group's portfolio in Q2 2026, its #2 holding.
  • Private Wealth Management Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.