RW
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
Q3 		$247M Sell
4,720,801
-104,199
-2% -$5.47M 15.86% 1
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

SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth's DFAU Position: Q3 2026 in Review

RVW Wealth reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q3 2026, selling an estimated $5.47M and leaving 4,720,801 shares worth $247M. The position accounts for 15.86% of the portfolio, ranked #1.

RVW Wealth first reported a position in DFAU in Q1 2022 and has held it in 19 quarters since. The position peaked at $249M in Q2 2026. 53 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • RVW Wealth held 4,720,801 shares of Dimensional US Core Equity Market ETF worth $247M as of Q3 2026.
  • RVW Wealth sold 104,199 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $5.47M.
  • Dimensional US Core Equity Market ETF made up 15.86% of RVW Wealth's portfolio in Q3 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 19 quarters since.
  • RVW Wealth's Dimensional US Core Equity Market ETF position peaked at $249M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.