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

Riverchase Wealth Management’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 Q3	$400K	Buy	7,638 +41	+0.5%	+$2.15K	0.19%	64
2026 Q2	$393K	Buy	7,597 +16	+0.2%	+$801	0.18%	64
2026 Q1	$342K	Sell	7,581 -392	-5%	-$18.4K	0.18%	64
2025 Q4	$373K	Buy	7,973 +28	+0.4%	+$1.3K	0.2%	58
2025 Q3	$364K	Sell	7,945 -349	-4%	-$15.4K	0.21%	58
2025 Q2	$351K	Buy	8,294 +21	+0.3%	+$823	0.22%	53
2025 Q1	$318K	Sell	8,273 -29,031	-78%	-$1.18M	0.22%	52
2024 Q4	$1.51M	Buy	+37,304	New	+$1.52M	1.13%	18

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Riverchase Wealth Management's DFAU Position: Q3 2026 in Review

Riverchase Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.54% in Q3 2026, buying an estimated $2.15K and bringing the position to 7,638 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #64.

Riverchase Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q4 2024. 508 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Riverchase Wealth Management held 7,638 shares of Dimensional US Core Equity Market ETF worth $400K as of Q3 2026.
Riverchase Wealth Management bought 41 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $2.15K.
Dimensional US Core Equity Market ETF made up 0.19% of Riverchase Wealth Management's portfolio in Q3 2026, its #64 holding.
Riverchase Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Riverchase Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.51M in Q4 2024.
508 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.