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

Smith Salley 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	$761K	Buy	+14,727	New	+$737K	0.03%	173

Other funds holding DFAU

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Smith Salley Wealth Management's DFAU Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 14,727 shares worth $761K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Smith Salley Wealth Management held 14,727 shares of Dimensional US Core Equity Market ETF worth $761K as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Smith Salley Wealth Management position in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #173 holding.
210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.