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Vestia Personal Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Vestia Personal 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 		$2.05M Buy
39,753
+206
+0.5% +$10.3K 0.8% 22
2026
Q1 		$1.78M Sell
39,547
-971
-2% -$45.7K 0.84% 22
2025
Q4 		$1.92M Buy
40,518
+352
+0.9% +$16.3K 0.98% 21
2025
Q3 		$1.84M Buy
40,166
+3,628
+10% +$160K 1.07% 20
2025
Q2 		$1.55M Buy
36,538
+559
+2% +$21.9K 1.06% 20
2025
Q1 		$1.38M Buy
35,979
+231
+0.6% +$9.37K 1.09% 19
2024
Q4 		$1.45M Sell
35,748
-108
-0.3% -$4.41K 1.19% 18
2024
Q3 		$1.42M Buy
35,856
+214
+0.6% +$8.17K 1.34% 17
2024
Q2 		$1.34M Buy
+35,642
New +$1.3M 1.43% 17

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

Vestia Personal Wealth Advisors's DFAU Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.52% in Q2 2026, buying an estimated $10.3K and bringing the position to 39,753 shares worth $2.05M. The position accounts for 0.8% of the portfolio, ranked #22.

Vestia Personal Wealth Advisors first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Vestia Personal Wealth Advisors held 39,753 shares of Dimensional US Core Equity Market ETF worth $2.05M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 206 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $10.3K.
  • Dimensional US Core Equity Market ETF made up 0.8% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.