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

Wealth Advisors Northwest’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	$7.11M	Sell	137,605 -11,154	-7%	-$558K	2.43%	10
2026 Q1	$6.71M	Sell	148,759 -12,256	-8%	-$576K	2.82%	10
2025 Q4	$7.54M	Sell	161,015 -12,118	-7%	-$562K	3.34%	9
2025 Q3	$7.92M	Buy	173,133 +4,296	+3%	+$189K	3.83%	8
2025 Q2	$7.15M	Buy	168,837 +11,177	+7%	+$438K	3.77%	8
2025 Q1	$6.06M	Buy	157,660 +1,641	+1%	+$66.6K	3.84%	7
2024 Q4	$6.32M	Buy	+156,019	New	+$6.37M	4.3%	6

Other funds holding DFAU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

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

Wealth Advisors Northwest reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 7.5% in Q2 2026, selling an estimated $558K and leaving 137,605 shares worth $7.11M. The position accounts for 2.43% of the portfolio, ranked #10.

Wealth Advisors Northwest first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.92M in Q3 2025. 186 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Wealth Advisors Northwest held 137,605 shares of Dimensional US Core Equity Market ETF worth $7.11M as of Q2 2026.
Wealth Advisors Northwest sold 11,154 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $558K.
Dimensional US Core Equity Market ETF made up 2.43% of Wealth Advisors Northwest's portfolio in Q2 2026, its #10 holding.
Wealth Advisors Northwest first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Advisors Northwest's Dimensional US Core Equity Market ETF position peaked at $7.92M in Q3 2025.
186 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.