True Wealth Design’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

True Wealth Design’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 Q3	$241K	Hold	4,600	–	–	0.06%	101
2026 Q2	$238K	Hold	4,600	–	–	0.06%	90
2026 Q1	$208K	Hold	4,600	–	–	0.06%	90
2025 Q4	$215K	Hold	4,600	–	–	0.06%	75
2025 Q3	$210K	Hold	4,600	–	–	0.06%	65
2025 Q2	$195K	Hold	4,600	–	–	0.07%	50
2025 Q1	$177K	Hold	4,600	–	–	0.07%	42
2024 Q4	$186K	Hold	4,600	–	–	0.07%	31
2024 Q3	$183K	Hold	4,600	–	–	0.07%	33
2024 Q2	$172K	Hold	4,600	–	–	0.04%	121
2024 Q1	$168K	Hold	4,600	–	–	0.04%	121
2023 Q4	$153K	Hold	4,600	–	–	0.04%	121
2023 Q3	$138K	Hold	4,600	–	–	0.05%	121
2023 Q2	$143K	Hold	4,600	–	–	0.05%	120
2023 Q1	$132K	Hold	4,600	–	–	0.06%	127
2022 Q4	$124K	Buy	+4,600	New	+$125K	0.06%	117

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

True Wealth Design's DFAU Position: Q3 2026 in Review

True Wealth Design held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2026 at 4,600 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #101.

True Wealth Design first reported a position in DFAU in Q4 2022 and has held it in 16 quarters since. 102 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

True Wealth Design held 4,600 shares of Dimensional US Core Equity Market ETF worth $241K as of Q3 2026.
True Wealth Design left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional US Core Equity Market ETF made up 0.06% of True Wealth Design's portfolio in Q3 2026, its #101 holding.
True Wealth Design first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
102 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.