Valued Wealth Advisors
DFAU icon

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
Q3 		$51.6M Buy
985,028
+25,087
+3% +$1.32M 17.78% 1
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Valued Wealth Advisors's DFAU Position: Q3 2026 in Review

Valued Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.6% in Q3 2026, buying an estimated $1.32M and bringing the position to 985,028 shares worth $51.6M. The position accounts for 17.78% of the portfolio, ranked #1.

Valued Wealth Advisors first reported a position in DFAU in Q4 2023 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Valued Wealth Advisors held 985,028 shares of Dimensional US Core Equity Market ETF worth $51.6M as of Q3 2026.
  • Valued Wealth Advisors bought 25,087 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $1.32M.
  • Dimensional US Core Equity Market ETF made up 17.78% of Valued Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.