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

Selective 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	$1.67M	Sell	32,436 -7,980	-20%	-$399K	0.44%	32
2026 Q1	$1.98M	Buy	+40,416	New	+$1.9M	0.59%	27
2022 Q4	–	Sell	-5,042	Closed	-$127K	–	241
2022 Q3	$127K	Buy	+5,042	New	+$140K	0.05%	173

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

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

Selective Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 20% in Q2 2026, selling an estimated $399K and leaving 32,436 shares worth $1.67M. The position accounts for 0.44% of the portfolio, ranked #32.

Selective Wealth Management first reported a position in DFAU in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.98M in Q1 2026. 298 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Selective Wealth Management held 32,436 shares of Dimensional US Core Equity Market ETF worth $1.67M as of Q2 2026.
Selective Wealth Management sold 7,980 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $399K.
Dimensional US Core Equity Market ETF made up 0.44% of Selective Wealth Management's portfolio in Q2 2026, its #32 holding.
Selective Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 3 quarters since.
Selective Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.98M in Q1 2026.
298 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.