VWA
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Valued Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Valued Wealth Advisors’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 		$49.6M Sell
959,941
-1,356
-0.1% -$67.9K 18.03% 1
2026
Q1 		$43.4M Buy
961,297
+59,212
+7% +$2.78M 17.58% 1
2025
Q4 		$42.2M Buy
902,085
+12,653
+1% +$586K 18.57% 1
2025
Q3 		$40.7M Buy
889,432
+55,752
+7% +$2.46M 18.88% 1
2025
Q2 		$35.3M Buy
833,680
+55,287
+7% +$2.17M 18.42% 1
2025
Q1 		$29.9M Buy
778,393
+35,132
+5% +$1.43M 17.96% 1
2024
Q4 		$30.1M Buy
743,261
+2,145
+0.3% +$87.6K 18.85% 1
2024
Q3 		$29.4M Sell
741,116
-25,105
-3% -$959K 19.07% 1
2024
Q2 		$28.7M Buy
766,221
+18,074
+2% +$657K 19.72% 1
2024
Q1 		$27.3M Buy
748,147
+104,617
+16% +$3.62M 19.37% 1
2023
Q4 		$19.3M Buy
+643,530
New +$20M 17.8% 1

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

Valued Wealth Advisors's DFAU Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.14% in Q2 2026, selling an estimated $67.9K and leaving 959,941 shares worth $49.6M. The position accounts for 18.03% of the portfolio, ranked #1.

Valued Wealth Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Valued Wealth Advisors held 959,941 shares of Dimensional US Core Equity Market ETF worth $49.6M as of Q2 2026.
  • Valued Wealth Advisors sold 1,356 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $67.9K.
  • Dimensional US Core Equity Market ETF made up 18.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Valued Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.