USAdvisors Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

USAdvisors Wealth Management’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	$1.24M	Sell	23,912 -1,920	-7%	-$96.1K	0.35%	62
2026 Q1	$1.13M	Sell	25,832 -428	-2%	-$20.1K	0.38%	58
2025 Q4	$1.23M	Sell	26,260 -992	-4%	-$46K	0.4%	57
2025 Q3	$1.25M	Sell	27,252 -195	-0.7%	-$8.59K	0.43%	57
2025 Q2	$1.16M	Buy	27,447 +369	+1%	+$14.5K	0.43%	56
2025 Q1	$1.04M	Sell	27,078 -22,061	-45%	-$895K	0.36%	59
2024 Q4	$1.99M	Buy	49,139 +1,500	+3%	+$61.3K	0.65%	43
2024 Q3	$1.88M	Sell	47,639 -2,798	-6%	-$107K	0.66%	45
2024 Q2	$1.89M	Sell	50,437 -1,894	-4%	-$68.8K	0.67%	43
2024 Q1	$1.91M	Buy	52,331 +1,954	+4%	+$67.7K	0.72%	43
2023 Q4	$1.68M	Sell	50,377 -211	-0.4%	-$6.55K	0.7%	42
2023 Q3	$1.51M	Buy	50,588 +2,683	+6%	+$83.5K	0.68%	40
2023 Q2	$1.49M	Buy	47,905 +3,905	+9%	+$115K	0.7%	41
2023 Q1	$1.27M	Buy	44,000 +4,469	+11%	+$126K	0.6%	46
2022 Q4	$1.07M	Buy	39,531 +5,036	+15%	+$137K	0.52%	50
2022 Q3	$868K	Buy	34,495 +4,999	+17%	+$139K	0.44%	54
2022 Q2	$780K	Buy	29,496 +148	+0.5%	+$4.25K	0.39%	58
2022 Q1	$925K	Buy	29,348 +85	+0.3%	+$2.64K	0.39%	62
2021 Q4	$966K	Buy	29,263 +3,410	+13%	+$109K	0.39%	55
2021 Q3	$779K	Buy	25,853 +132	+0.5%	+$4.07K	0.34%	63
2021 Q2	$777K	Buy	25,721 +271	+1%	+$8.01K	0.42%	59
2021 Q1	$717K	Buy	+25,450	New	+$698K	0.35%	61

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

USAdvisors Wealth Management's DFAU Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 7.4% in Q2 2026, selling an estimated $96.1K and leaving 23,912 shares worth $1.24M. The position accounts for 0.35% of the portfolio, ranked #62.

USAdvisors Wealth Management first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.99M in Q4 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

USAdvisors Wealth Management held 23,912 shares of Dimensional US Core Equity Market ETF worth $1.24M as of Q2 2026.
USAdvisors Wealth Management sold 1,920 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $96.1K.
Dimensional US Core Equity Market ETF made up 0.35% of USAdvisors Wealth Management's portfolio in Q2 2026, its #62 holding.
USAdvisors Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
USAdvisors Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.99M in Q4 2024.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.