Weinberger Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Weinberger Asset Management’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	$16.6M	Buy	321,265 +36,497	+13%	+$1.83M	5.33%	4
2026 Q1	$12.8M	Buy	284,768 +25,642	+10%	+$1.21M	4.82%	5
2025 Q4	$12.1M	Buy	259,126 +25,187	+11%	+$1.17M	4.37%	6
2025 Q3	$10.7M	Buy	233,939 +5,884	+3%	+$259K	3.88%	6
2025 Q2	$9.66M	Buy	228,055 +2,313	+1%	+$90.7K	3.73%	6
2025 Q1	$8.68M	Buy	225,742 +2,872	+1%	+$117K	3.72%	6
2024 Q4	$9.02M	Buy	222,870 +14,191	+7%	+$580K	3.77%	6
2024 Q3	$8.28M	Buy	208,679 +25,065	+14%	+$957K	3.53%	8
2024 Q2	$6.88M	Buy	183,614 +870	+0.5%	+$31.6K	3.24%	9
2024 Q1	$6.68M	Buy	182,744 +12,732	+7%	+$441K	3.23%	9
2023 Q4	$5.65M	Buy	170,012 +21,796	+15%	+$677K	2.91%	8
2023 Q3	$4.44M	Buy	148,216 +21,676	+17%	+$675K	2.53%	11
2023 Q2	$3.92M	Buy	126,540 +24,644	+24%	+$723K	2.16%	12
2023 Q1	$2.93M	Buy	101,896 +33,705	+49%	+$953K	1.71%	18
2022 Q4	$1.84M	Buy	+68,191	New	+$1.85M	1.13%	23

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

Weinberger Asset Management's DFAU Position: Q2 2026 in Review

Weinberger Asset Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 13% in Q2 2026, buying an estimated $1.83M and bringing the position to 321,265 shares worth $16.6M. The position accounts for 5.33% of the portfolio, ranked #4.

Weinberger Asset Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Weinberger Asset Management held 321,265 shares of Dimensional US Core Equity Market ETF worth $16.6M as of Q2 2026.
Weinberger Asset Management bought 36,497 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.83M.
Dimensional US Core Equity Market ETF made up 5.33% of Weinberger Asset Management's portfolio in Q2 2026, its #4 holding.
Weinberger Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.