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

Wealth Preservation 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	–	Sell	-4,567	Closed	-$206K	–	308
2026 Q1	$206K	Hold	4,567	–	–	0.17%	62
2025 Q4	$214K	Hold	4,567	–	–	0.11%	87
2025 Q3	$209K	Hold	4,567	–	–	0.12%	80
2025 Q2	$193K	Hold	4,567	–	–	0.12%	88
2025 Q1	$176K	Buy	+4,567	New	+$185K	0.13%	86

Other funds holding DFAU

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 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

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

Wealth Preservation Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 4,567 shares — an estimated $206K sold.

Wealth Preservation Advisors first reported a position in DFAU in Q1 2025 and held it in 5 quarters. The position peaked at $214K in Q4 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Wealth Preservation Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 4,567 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $206K.
Wealth Preservation Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Dimensional US Core Equity Market ETF position peaked at $214K in Q4 2025.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.