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

Shira Ridge 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 		$29.4M Buy
568,889
+4,568
+0.8% +$229K 10.26% 2
2026
Q1 		$25.5M Buy
564,321
+9,900
+2% +$466K 10.08% 2
2025
Q4 		$25.9M Buy
554,421
+33,653
+6% +$1.56M 10.42% 2
2025
Q3 		$23.8M Buy
520,768
+7,621
+1% +$336K 10.11% 2
2025
Q2 		$21.7M Sell
513,147
-12,467
-2% -$489K 9.93% 2
2025
Q1 		$20.2M Buy
525,614
+4,297
+0.8% +$174K 10.07% 2
2024
Q4 		$21.1M Sell
521,317
-4,600
-0.9% -$188K 10.33% 2
2024
Q3 		$20.9M Sell
525,917
-5,976
-1% -$228K 10.64% 2
2024
Q2 		$19.9M Buy
531,893
+4,871
+0.9% +$177K 11.11% 2
2024
Q1 		$19.3M Sell
527,022
-11,522
-2% -$399K 11.02% 2
2023
Q4 		$17.9M Sell
538,544
-3,447
-0.6% -$107K 10.75% 2
2023
Q3 		$16.2M Buy
541,991
+9,717
+2% +$303K 10.66% 2
2023
Q2 		$16.5M Buy
532,274
+30,685
+6% +$900K 10.34% 2
2023
Q1 		$14.4M Buy
501,589
+2,364
+0.5% +$66.8K 9.53% 2
2022
Q4 		$13.5M Buy
+499,225
New +$13.6M 9.29% 2

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Shira Ridge Wealth Management's DFAU Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.81% in Q2 2026, buying an estimated $229K and bringing the position to 568,889 shares worth $29.4M. The position accounts for 10.26% of the portfolio, ranked #2.

Shira Ridge Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Shira Ridge Wealth Management held 568,889 shares of Dimensional US Core Equity Market ETF worth $29.4M as of Q2 2026.
  • Shira Ridge Wealth Management bought 4,568 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $229K.
  • Dimensional US Core Equity Market ETF made up 10.26% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.