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

Simplicity Wealth’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 		$231K Buy
+4,471
New +$224K 0.01% 929
2026
Q1 		– Sell
-5,029
Closed -$235K – 767
2025
Q4 		$235K Buy
+5,029
New +$233K 0.01% 627
2025
Q2 		– Sell
-8,928
Closed -$343K – 603
2025
Q1 		$343K Buy
+8,928
New +$362K 0.03% 405

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

Simplicity Wealth's DFAU Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 4,471 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DFAU as recently as Q4 2025.

Simplicity Wealth first reported a position in DFAU in Q1 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2025. 442 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Simplicity Wealth held 4,471 shares of Dimensional US Core Equity Market ETF worth $231K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Simplicity Wealth position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #929 holding.
  • Simplicity Wealth first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's Dimensional US Core Equity Market ETF position peaked at $343K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.