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

Vistica 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 		$499K Sell
9,655
-383
-4% -$19.2K 0.43% 30
2026
Q1 		$453K Hold
10,038
– – 0.45% 30
2025
Q4 		$470K Buy
+10,038
New +$465K 0.47% 28

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

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

Vistica Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.8% in Q2 2026, selling an estimated $19.2K and leaving 9,655 shares worth $499K. The position accounts for 0.43% of the portfolio, ranked #30.

Vistica Wealth Advisors first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Vistica Wealth Advisors held 9,655 shares of Dimensional US Core Equity Market ETF worth $499K as of Q2 2026.
  • Vistica Wealth Advisors sold 383 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $19.2K.
  • Dimensional US Core Equity Market ETF made up 0.43% of Vistica Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Vistica Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.