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

Triad Wealth Partners’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 		$688K Sell
13,106
-2,685
-17% -$134K 0.04% 258
2026
Q1 		$712K Sell
15,791
-1,919
-11% -$90.2K 0.06% 216
2025
Q4 		$829K Buy
17,710
+5,729
+48% +$266K 0.08% 180
2025
Q3 		$548K Buy
11,981
+719
+6% +$31.7K 0.07% 191
2025
Q2 		$477K Buy
+11,262
New +$441K 0.1% 160

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

Triad Wealth Partners's DFAU Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 17% in Q2 2026, selling an estimated $134K and leaving 13,106 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #258.

Triad Wealth Partners first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $829K in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Triad Wealth Partners held 13,106 shares of Dimensional US Core Equity Market ETF worth $688K as of Q2 2026.
  • Triad Wealth Partners sold 2,685 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $134K.
  • Dimensional US Core Equity Market ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • Triad Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Dimensional US Core Equity Market ETF position peaked at $829K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.