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

Ullmann Wealth Partners Group’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 		$445K Sell
8,612
-1,096
-11% -$54.9K 0.04% 116
2026
Q1 		$438K Sell
9,708
-54
-0.6% -$2.54K 0.05% 107
2025
Q4 		$455K Sell
9,762
-86
-0.9% -$3.99K 0.05% 106
2025
Q3 		$451K Buy
9,848
+12
+0.1% +$529 0.05% 106
2025
Q2 		$417K Buy
9,836
+22
+0.2% +$862 0.05% 106
2025
Q1 		$377K Sell
9,814
-731
-7% -$29.7K 0.05% 102
2024
Q4 		$427K Buy
10,545
+29
+0.3% +$1.19K 0.06% 96
2024
Q3 		$417K Sell
10,516
-838
-7% -$32K 0.05% 97
2024
Q2 		$426K Sell
11,354
-2,596
-19% -$94.3K 0.06% 81
2024
Q1 		$510K Sell
13,950
-1,666
-11% -$57.7K 0.08% 71
2023
Q4 		$519K Sell
15,616
-4,344
-22% -$135K 0.08% 61
2023
Q3 		$598K Sell
19,960
-1,145,601
-98% -$35.7M 0.11% 53
2023
Q2 		$36.1M Sell
1,165,561
-1,037,825
-47% -$30.4M 7.24% 3
2023
Q1 		$63.4M Buy
2,203,386
+46,846
+2% +$1.32M 14.41% 2
2022
Q4 		$58.3M Buy
2,156,540
+29,627
+1% +$805K 14.32% 2
2022
Q3 		$53.5M Buy
2,126,913
+40,086
+2% +$1.12M 14.75% 2
2022
Q2 		$55.2M Buy
2,086,827
+144,482
+7% +$4.15M 14.94% 2
2022
Q1 		$61.2M Buy
1,942,345
+95,281
+5% +$2.96M 15.64% 2
2021
Q4 		$61M Buy
+1,847,064
New +$59.3M 16.28% 2

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

Ullmann Wealth Partners Group's DFAU Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 11% in Q2 2026, selling an estimated $54.9K and leaving 8,612 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #116.

Ullmann Wealth Partners Group first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $63.4M in Q1 2023. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Ullmann Wealth Partners Group held 8,612 shares of Dimensional US Core Equity Market ETF worth $445K as of Q2 2026.
  • Ullmann Wealth Partners Group sold 1,096 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $54.9K.
  • Dimensional US Core Equity Market ETF made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #116 holding.
  • Ullmann Wealth Partners Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Ullmann Wealth Partners Group's Dimensional US Core Equity Market ETF position peaked at $63.4M in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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