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Waypoint Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$684K Buy
+16,150
New +$633K 0.17% 38
2022
Q4 		– Sell
-78,800
Closed -$1.98M – 68
2022
Q3 		$1.98M Sell
78,800
-254,000
-76% -$7.07M 0.84% 14
2022
Q2 		$8.8M Buy
+332,800
New +$9.55M 3.37% 8

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Waypoint Wealth Partners's DFAU Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2025: 16,150 shares worth $684K. The stake represents 0.17% of the portfolio and ranks #38 among its holdings. This is a return to the name: Waypoint Wealth Partners previously reported a position in DFAU as recently as Q3 2022.

Waypoint Wealth Partners first reported a position in DFAU in Q2 2022 and has held it in 3 quarters since. The position peaked at $8.8M in Q2 2022. 496 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Waypoint Wealth Partners held 16,150 shares of Dimensional US Core Equity Market ETF worth $684K as of Q2 2025.
  • Dimensional US Core Equity Market ETF was a new Waypoint Wealth Partners position in Q2 2025.
  • Dimensional US Core Equity Market ETF made up 0.17% of Waypoint Wealth Partners's portfolio in Q2 2025, its #38 holding.
  • Waypoint Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 3 quarters since.
  • Waypoint Wealth Partners's Dimensional US Core Equity Market ETF position peaked at $8.8M in Q2 2022.
  • 496 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.