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Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$27.3M Buy
528,385
+5,150
+1% +$258K 5.21% 4
2026
Q1 		$23.6M Sell
523,235
-108,393
-17% -$5.1M 4.9% 5
2025
Q4 		$29.6M Sell
631,628
-67
-0% -$3.1K 6.11% 3
2025
Q3 		$28.9M Buy
631,695
+13,817
+2% +$609K 6.13% 3
2025
Q2 		$26.2M Buy
617,878
+52,073
+9% +$2.04M 5.96% 3
2025
Q1 		$21.7M Buy
565,805
+21,177
+4% +$859K 5.15% 3
2024
Q4 		$22.1M Buy
544,628
+17,989
+3% +$735K 5.41% 3
2024
Q3 		$20.9M Buy
526,639
+51,324
+11% +$1.96M 5.21% 3
2024
Q2 		$17.8M Sell
475,315
-1,007
-0.2% -$36.6K 4.78% 3
2024
Q1 		$17.4M Buy
476,322
+49,209
+12% +$1.7M 4.87% 3
2023
Q4 		$14.2M Buy
427,113
+41,464
+11% +$1.29M 4.37% 4
2023
Q3 		$11.6M Buy
385,649
+10,881
+3% +$339K 3.91% 5
2023
Q2 		$11.6M Buy
374,768
+42,868
+13% +$1.26M 3.83% 4
2023
Q1 		$9.55M Buy
331,900
+33,407
+11% +$944K 3.46% 7
2022
Q4 		$8.07M Buy
298,493
+82,015
+38% +$2.23M 3.17% 7
2022
Q3 		$5.44M Buy
216,478
+2,851
+1% +$79.4K 2.41% 9
2022
Q2 		$5.65M Buy
213,627
+16,039
+8% +$460K 2.27% 9
2022
Q1 		$6.23M Buy
197,588
+9,584
+5% +$298K 2.1% 8
2021
Q4 		$6.2M Buy
188,004
+23,792
+14% +$763K 2.1% 10
2021
Q3 		$4.95M Buy
164,212
+9,712
+6% +$300K 1.81% 11
2021
Q2 		$4.67M Buy
154,500
+38,442
+33% +$1.14M 1.69% 13
2021
Q1 		$3.27M Buy
116,058
+106,548
+1,120% +$2.92M 1.35% 18
2020
Q4 		$250K Buy
+9,510
New +$244K 0.12% 94

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
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

Schwarz Dygos Wheeler Investment Advisors's DFAU Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.98% in Q2 2026, buying an estimated $258K and bringing the position to 528,385 shares worth $27.3M. The position accounts for 5.21% of the portfolio, ranked #4.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.6M in Q4 2025. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 528,385 shares of Dimensional US Core Equity Market ETF worth $27.3M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 5,150 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $258K.
  • Dimensional US Core Equity Market ETF made up 5.21% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $29.6M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.