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

SpringVest 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	$3.46M	Buy	66,872 +2,525	+4%	+$126K	2.17%	11
2026 Q1	$2.9M	Sell	64,347 -5,864	-8%	-$276K	1.98%	12
2025 Q4	$3.29M	Sell	70,211 -58	-0.1%	-$2.69K	2.29%	11
2025 Q3	$3.22M	Sell	70,269 -2,482	-3%	-$109K	2.36%	11
2025 Q2	$3.08M	Sell	72,751 -22,051	-23%	-$864K	2.5%	10
2025 Q1	$3.64M	Sell	94,802 -1,253	-1%	-$50.8K	3.02%	10
2024 Q4	$3.89M	Buy	+96,055	New	+$3.92M	3.33%	8

Other funds holding DFAU

SFA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 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

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

SpringVest Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.9% in Q2 2026, buying an estimated $126K and bringing the position to 66,872 shares worth $3.46M. The position accounts for 2.17% of the portfolio, ranked #11.

SpringVest Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q4 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

SpringVest Wealth Management held 66,872 shares of Dimensional US Core Equity Market ETF worth $3.46M as of Q2 2026.
SpringVest Wealth Management bought 2,525 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $126K.
Dimensional US Core Equity Market ETF made up 2.17% of SpringVest Wealth Management's portfolio in Q2 2026, its #11 holding.
SpringVest Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Dimensional US Core Equity Market ETF position peaked at $3.89M in Q4 2024.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.