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

Sax 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	$24M	Buy	530,831 +109,308	+26%	+$5.47M	0.97%	19
2026 Q1	$19.7M	Sell	421,523 -149	-0%	-$7.01K	0.96%	20
2025 Q4	$19.7M	Sell	421,672 -17,218	-4%	-$798K	0.93%	21
2025 Q3	$20.1M	Sell	438,890 -21,312	-5%	-$939K	1.08%	18
2025 Q2	$19.5M	Buy	460,202 +74,595	+19%	+$2.92M	1.18%	16
2025 Q1	$14.8M	Buy	385,607 +22,959	+6%	+$931K	1.06%	19
2024 Q4	$14.7M	Sell	362,648 -39,844	-10%	-$1.63M	1.15%	18
2024 Q3	$16M	Buy	402,492 +943	+0.2%	+$36K	1.42%	16
2024 Q2	$15.1M	Buy	401,549 +24,143	+6%	+$877K	1.43%	16
2024 Q1	$13.8M	Buy	377,406 +120,175	+47%	+$4.16M	1.61%	15
2023 Q4	$8.55M	Buy	257,231 +78,589	+44%	+$2.44M	1.4%	20
2023 Q3	$5.35M	Buy	178,642 +11,518	+7%	+$359K	1.05%	26
2023 Q2	$5.18M	Sell	167,124 -1,483	-0.9%	-$43.5K	1.03%	25
2023 Q1	$4.85M	Buy	168,607 +35,052	+26%	+$991K	1.05%	23
2022 Q4	$3.61M	Buy	133,555 +54,266	+68%	+$1.47M	0.83%	27
2022 Q3	$1.99M	Buy	79,289 +32,863	+71%	+$915K	0.51%	37
2022 Q2	$1.23M	Buy	46,426 +16,099	+53%	+$462K	0.31%	53
2022 Q1	$956K	Buy	30,327 +2,083	+7%	+$64.7K	0.23%	63
2021 Q4	$932K	Buy	28,244 +3,053	+12%	+$98K	0.19%	71
2021 Q3	$759K	Buy	25,191 +1,631	+7%	+$50.3K	0.18%	75
2021 Q2	$712K	Buy	23,560 +11,995	+104%	+$355K	0.24%	73
2021 Q1	$326K	Buy	+11,565	New	+$317K	0.12%	110

Other funds holding DFAU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Sax Wealth Advisors's DFAU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 26% in Q2 2026, buying an estimated $5.47M and bringing the position to 530,831 shares worth $24M. The position accounts for 0.97% of the portfolio, ranked #19.

Sax Wealth Advisors first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. 130 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Sax Wealth Advisors held 530,831 shares of Dimensional US Core Equity Market ETF worth $24M as of Q2 2026.
Sax Wealth Advisors bought 109,308 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $5.47M.
Dimensional US Core Equity Market ETF made up 0.97% of Sax Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Sax Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
130 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.