WFAG
DFAU icon

Wescott Financial Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wescott Financial Advisory Group’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 		$1.6M Sell
30,958
-936
-3% -$46.8K 0.12% 78
2026
Q1 		$1.44M Sell
31,894
-715
-2% -$33.6K 0.13% 78
2025
Q4 		$1.53M Buy
32,609
+47
+0.1% +$2.18K 0.13% 75
2025
Q3 		$1.49M Sell
32,562
-1,051
-3% -$46.3K 0.13% 74
2025
Q2 		$1.42M Buy
33,613
+54
+0.2% +$2.12K 0.14% 74
2025
Q1 		$1.29M Buy
33,559
+44
+0.1% +$1.78K 0.13% 73
2024
Q4 		$1.36M Buy
33,515
+73
+0.2% +$2.98K 0.14% 73
2024
Q3 		$1.33M Buy
33,442
+53
+0.2% +$2.02K 0.14% 74
2024
Q2 		$1.25M Buy
33,389
+53
+0.2% +$1.93K 0.15% 76
2024
Q1 		$1.22M Buy
33,336
+40
+0.1% +$1.39K 0.15% 70
2023
Q4 		$1.11M Buy
33,296
+78
+0.2% +$2.42K 0.16% 69
2023
Q3 		$995K Buy
33,218
+65
+0.2% +$2.02K 0.18% 68
2023
Q2 		$1.03M Buy
33,153
+65
+0.2% +$1.91K 0.18% 70
2023
Q1 		$952K Buy
33,088
+10,409
+46% +$294K 0.21% 68
2022
Q4 		$613K Buy
22,679
+5,564
+33% +$151K 0.13% 80
2022
Q3 		$430K Buy
+17,115
New +$477K 0.12% 93

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

Wescott Financial Advisory Group's DFAU Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.9% in Q2 2026, selling an estimated $46.8K and leaving 30,958 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #78.

Wescott Financial Advisory Group first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Wescott Financial Advisory Group held 30,958 shares of Dimensional US Core Equity Market ETF worth $1.6M as of Q2 2026.
  • Wescott Financial Advisory Group sold 936 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $46.8K.
  • Dimensional US Core Equity Market ETF made up 0.12% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #78 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.