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DFAU icon

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

RVW Wealth’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 		$249M Buy
4,825,000
+194,465
+4% +$9.73M 16.42% 1
2026
Q1 		$209M Buy
4,630,535
+118,160
+3% +$5.56M 16.27% 1
2025
Q4 		$211M Buy
4,512,375
+13,137
+0.3% +$609K 16.13% 1
2025
Q3 		$206M Buy
4,499,238
+167,569
+4% +$7.38M 16.07% 1
2025
Q2 		$183M Buy
4,331,669
+1,557,053
+56% +$61M 15.58% 1
2025
Q1 		$107M Buy
2,774,616
+1,325,860
+92% +$53.8M 10.04% 1
2024
Q4 		$58.7M Buy
1,448,756
+161,905
+13% +$6.61M 5.47% 3
2024
Q3 		$51.1M Buy
1,286,851
+43,704
+4% +$1.67M 4.74% 5
2024
Q2 		$46.6M Buy
1,243,147
+3,609
+0.3% +$131K 4.65% 4
2024
Q1 		$45.3M Buy
1,239,538
+14,810
+1% +$513K 4.65% 4
2023
Q4 		$40.7M Buy
1,224,728
+44,399
+4% +$1.38M 4.47% 4
2023
Q3 		$35.4M Buy
1,180,329
+27,669
+2% +$861K 4.26% 4
2023
Q2 		$35.7M Buy
1,152,660
+69,170
+6% +$2.03M 4.22% 3
2023
Q1 		$31.2M Buy
1,083,490
+33,408
+3% +$944K 3.87% 3
2022
Q4 		$28.4M Buy
1,050,082
+649,683
+162% +$17.7M 3.61% 4
2022
Q3 		$10.1M Buy
400,399
+93,892
+31% +$2.61M 1.41% 28
2022
Q2 		$8.1M Buy
306,507
+292,653
+2,112% +$8.4M 1.09% 34
2022
Q1 		$437K Buy
+13,854
New +$430K 0.05% 98

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RVW Wealth's DFAU Position: Q2 2026 in Review

RVW Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.2% in Q2 2026, buying an estimated $9.73M and bringing the position to 4,825,000 shares worth $249M. The position accounts for 16.42% of the portfolio, ranked #1.

RVW Wealth first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • RVW Wealth held 4,825,000 shares of Dimensional US Core Equity Market ETF worth $249M as of Q2 2026.
  • RVW Wealth bought 194,465 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $9.73M.
  • Dimensional US Core Equity Market ETF made up 16.42% of RVW Wealth's portfolio in Q2 2026, its #1 holding.
  • RVW Wealth first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.