SWA
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Sterling Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sterling Wealth Advisors’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 		$58.5M Buy
1,130,815
+37,092
+3% +$1.86M 31.77% 1
2026
Q1 		$53.7M Sell
1,093,723
-8,118
-0.7% -$382K 30.61% 1
2025
Q4 		$51.6M Buy
1,101,841
+48,516
+5% +$2.25M 31.12% 1
2025
Q3 		$47.9M Buy
1,053,325
+24,253
+2% +$1.07M 30.59% 1
2025
Q2 		$44.1M Buy
1,029,072
+89,439
+10% +$3.51M 31.2% 1
2025
Q1 		$36.1M Sell
939,633
-9,770
-1% -$396K 27.84% 1
2024
Q4 		$38.4M Buy
+949,403
New +$38.8M 30.16% 1

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

Sterling Wealth Advisors's DFAU Position: Q2 2026 in Review

Sterling Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.4% in Q2 2026, buying an estimated $1.86M and bringing the position to 1,130,815 shares worth $58.5M. The position accounts for 31.77% of the portfolio, ranked #1.

Sterling Wealth Advisors first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sterling Wealth Advisors held 1,130,815 shares of Dimensional US Core Equity Market ETF worth $58.5M as of Q2 2026.
  • Sterling Wealth Advisors bought 37,092 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.86M.
  • Dimensional US Core Equity Market ETF made up 31.77% of Sterling Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.