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

Rockwood 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 Q2	$679K	Hold	13,131	–	–	0.04%	65
2026 Q1	$592K	Hold	13,131	–	–	0.04%	63
2025 Q4	$615K	Hold	13,131	–	–	0.05%	59
2025 Q3	$601K	Hold	13,131	–	–	0.05%	57
2025 Q2	$556K	Sell	13,131 -16	-0.1%	-$627	0.05%	57
2025 Q1	$505K	Hold	13,147	–	–	0.05%	52
2024 Q4	$534K	Hold	13,147	–	–	0.06%	49
2024 Q3	$522K	Hold	13,147	–	–	0.06%	50
2024 Q2	$493K	Hold	13,147	–	–	0.06%	51
2024 Q1	$480K	Hold	13,147	–	–	0.06%	52
2023 Q4	$437K	Buy	+13,147	New	+$408K	0.06%	51

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Rockwood Wealth Management's DFAU Position: Q2 2026 in Review

Rockwood Wealth Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 13,131 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #65.

Rockwood Wealth Management first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Rockwood Wealth Management held 13,131 shares of Dimensional US Core Equity Market ETF worth $679K as of Q2 2026.
Rockwood Wealth Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #65 holding.
Rockwood Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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