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 Q3	$1.71M	Sell	32,238 -198	-0.6%	-$10.4K	0.4%	34
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Selective Wealth Management's DFAU Position: Q3 2026 in Review

Selective Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.61% in Q3 2026, selling an estimated $10.4K and leaving 32,238 shares worth $1.71M. The position accounts for 0.4% of the portfolio, ranked #34.

Selective Wealth Management first reported a position in DFAU in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.98M in Q1 2026. 259 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Selective Wealth Management held 32,238 shares of Dimensional US Core Equity Market ETF worth $1.71M as of Q3 2026.
Selective Wealth Management sold 198 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $10.4K.
Dimensional US Core Equity Market ETF made up 0.4% of Selective Wealth Management's portfolio in Q3 2026, its #34 holding.
Selective Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 4 quarters since.
Selective Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.98M in Q1 2026.
259 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.