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Robinson Smith Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Robinson Smith Wealth 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 		$5.72M Buy
110,734
+4,397
+4% +$220K 3.43% 7
2026
Q1 		$4.8M Buy
106,337
+9,374
+10% +$441K 3.25% 8
2025
Q4 		$4.54M Sell
96,963
-2,144
-2% -$99.4K 3.1% 8
2025
Q3 		$4.54M Buy
99,107
+2,671
+3% +$118K 3.26% 7
2025
Q2 		$4.09M Buy
96,436
+1,946
+2% +$76.3K 3.26% 6
2025
Q1 		$3.63M Buy
94,490
+8,303
+10% +$337K 3.04% 6
2024
Q4 		$3.49M Buy
86,187
+11,993
+16% +$490K 2.96% 7
2024
Q3 		$2.94M Sell
74,194
-1,567
-2% -$59.9K 2.5% 9
2024
Q2 		$2.84M Buy
75,761
+6,756
+10% +$246K 2.5% 7
2024
Q1 		$2.52M Sell
69,005
-84
-0.1% -$2.91K 2.42% 9
2023
Q4 		$2.3M Buy
+69,089
New +$2.14M 2.26% 9

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

Robinson Smith Wealth Advisors's DFAU Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.1% in Q2 2026, buying an estimated $220K and bringing the position to 110,734 shares worth $5.72M. The position accounts for 3.43% of the portfolio, ranked #7.

Robinson Smith Wealth Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Robinson Smith Wealth Advisors held 110,734 shares of Dimensional US Core Equity Market ETF worth $5.72M as of Q2 2026.
  • Robinson Smith Wealth Advisors bought 4,397 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $220K.
  • Dimensional US Core Equity Market ETF made up 3.43% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Robinson Smith Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.