Wealth Enhancement Advisory Services
DFAU icon

Wealth Enhancement Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wealth Enhancement Advisory Services’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 		$15.7M Buy
301,432
+71,141
+31% +$3.56M 0.03% 512
2026
Q1 		$10.5M Sell
230,291
-1,960,901
-89% -$92.2M 0.02% 566
2025
Q4 		$104M Buy
2,191,192
+148,311
+7% +$6.87M 0.14% 127
2025
Q3 		$93.8M Buy
2,042,881
+107,533
+6% +$4.74M 0.14% 138
2025
Q2 		$83.2M Buy
1,935,348
+710,727
+58% +$27.9M 0.14% 146
2025
Q1 		$47.1M Buy
1,224,621
+211,374
+21% +$8.57M 0.09% 215
2024
Q4 		$41M Buy
1,013,247
+152,808
+18% +$6.24M 0.08% 235
2024
Q3 		$34.2M Buy
860,439
+22,366
+3% +$854K 0.07% 256
2024
Q2 		$31.4M Sell
838,073
-533,351
-39% -$19.4M 0.07% 253
2024
Q1 		$50.1M Buy
1,371,424
+38,871
+3% +$1.35M 0.13% 161
2023
Q4 		$44.3M Buy
1,332,553
+28,374
+2% +$881K 0.13% 164
2023
Q3 		$39.1M Buy
1,304,179
+1,168,887
+864% +$36.4M 0.13% 163
2023
Q2 		$4.19M Sell
135,292
-227
-0.2% -$6.66K 0.05% 143
2023
Q1 		$3.9M Sell
135,519
-31
-0% -$876 0.05% 155
2022
Q4 		$3.86M Buy
135,550
+1,535
+1% +$41.7K 0.05% 137
2022
Q3 		$3.44M Buy
+134,015
New +$3.73M 0.05% 142

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
RW
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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFAU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 31% in Q2 2026, buying an estimated $3.56M and bringing the position to 301,432 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #512.

Wealth Enhancement Advisory Services first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $104M in Q4 2025. 141 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 301,432 shares of Dimensional US Core Equity Market ETF worth $15.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 71,141 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.56M.
  • Dimensional US Core Equity Market ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #512 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Core Equity Market ETF position peaked at $104M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.