WAU
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Wellington-Altus USA’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wellington-Altus USA’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 		$118K Hold
2,625
– – 0.08% 191
2026
Q1 		$136K Buy
+2,625
New +$123K 0.08% 196

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

Wellington-Altus USA's DFAU Position: Q2 2026 in Review

Wellington-Altus USA held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 2,625 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #191.

Wellington-Altus USA first reported a position in DFAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $136K in Q1 2026. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Wellington-Altus USA held 2,625 shares of Dimensional US Core Equity Market ETF worth $118K as of Q2 2026.
  • Wellington-Altus USA left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #191 holding.
  • Wellington-Altus USA first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Dimensional US Core Equity Market ETF position peaked at $136K in Q1 2026.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.