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 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

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

True Wealth Design's DFAU Position: Q2 2026 in Review

True Wealth Design held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 4,600 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #90.

True Wealth Design first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

True Wealth Design held 4,600 shares of Dimensional US Core Equity Market ETF worth $238K as of Q2 2026.
True Wealth Design left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #90 holding.
True Wealth Design first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.