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

Spire 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 		– Sell
-1,787
Closed -$80.6K – 2264
2026
Q1 		$80.6K Buy
+1,787
New +$84K ﹤0.01% 1034
2024
Q3 		– Sell
-32,127
Closed -$1.2M – 2185
2024
Q2 		$1.2M Buy
32,127
+586
+2% +$21.3K 0.04% 308
2024
Q1 		$1.15M Sell
31,541
-2,659
-8% -$92.1K 0.02% 347
2023
Q4 		$1.15M Buy
34,200
+18,330
+116% +$569K 0.04% 336
2023
Q3 		$475K Buy
15,870
+4,235
+36% +$132K 0.02% 485
2023
Q2 		$361K Buy
11,635
+159
+1% +$4.66K 0.01% 570
2023
Q1 		$330K Buy
11,476
+2,992
+35% +$84.6K 0.01% 594
2022
Q4 		$229K Buy
8,484
+5,674
+202% +$154K 0.01% 519
2022
Q3 		$71K Buy
2,810
+2,260
+411% +$62.9K ﹤0.01% 824
2022
Q2 		$15K Hold
550
– – ﹤0.01% 1768
2022
Q1 		$17K Hold
550
– – ﹤0.01% 1867
2021
Q4 		$18K Hold
550
– – ﹤0.01% 2151
2021
Q3 		$17K Buy
+550
New +$17K ﹤0.01% 1920

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

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

Spire Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 1,787 shares — an estimated $80.6K sold.

Spire Wealth Management first reported a position in DFAU in Q3 2021 and held it in 13 quarters. The position peaked at $1.2M in Q2 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Spire Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,787 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $80.6K.
  • Spire Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and held it in 13 quarters.
  • Spire Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.2M in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.