Werba Rubin Papier Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Werba Rubin Papier Wealth 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	$2.82M	Buy	54,597 +10,117	+23%	+$506K	0.34%	45
2026 Q1	$2.01M	Sell	44,480 -379	-0.8%	-$17.8K	0.28%	55
2025 Q4	$2.1M	Buy	44,859 +7,222	+19%	+$335K	0.57%	36
2025 Q3	$1.72M	Buy	37,637 +4,279	+13%	+$189K	0.28%	52
2025 Q2	$1.41M	Buy	33,358 +4,161	+14%	+$163K	0.27%	56
2025 Q1	$1.12M	Buy	29,197 +24,189	+483%	+$981K	0.24%	57
2024 Q4	$203K	Buy	+5,008	New	+$205K	0.05%	180

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

Werba Rubin Papier Wealth Management's DFAU Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 23% in Q2 2026, buying an estimated $506K and bringing the position to 54,597 shares worth $2.82M. The position accounts for 0.34% of the portfolio, ranked #45.

Werba Rubin Papier Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Werba Rubin Papier Wealth Management held 54,597 shares of Dimensional US Core Equity Market ETF worth $2.82M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 10,117 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $506K.
Dimensional US Core Equity Market ETF made up 0.34% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #45 holding.
Werba Rubin Papier Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.