West Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

West Financial 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	$4.08K	Buy	79 +12	+18%	+$601	﹤0.01%	155
2026 Q1	$3.02K	Hold	67	–	–	﹤0.01%	155
2025 Q4	$3.14K	Hold	67	–	–	﹤0.01%	188
2025 Q3	$3.07K	Sell	67 -3	-4%	-$132	﹤0.01%	159
2025 Q2	$2.97K	Hold	70	–	–	﹤0.01%	174
2025 Q1	$2.69K	Hold	70	–	–	﹤0.01%	172
2024 Q4	$2.83K	Sell	70 -20	-22%	-$817	﹤0.01%	171
2024 Q3	$3.57K	Hold	90	–	–	﹤0.01%	165
2024 Q2	$3.38K	Sell	90 -1,094	-92%	-$39.8K	﹤0.01%	137
2024 Q1	$43.3K	Hold	1,184	–	–	0.01%	85
2023 Q4	$39.4K	Sell	1,184 -10,841	-90%	-$337K	0.01%	88
2023 Q3	$360K	Sell	12,025 -94	-0.8%	-$2.93K	0.09%	45
2023 Q2	$376K	Buy	12,119 +298	+3%	+$8.74K	0.09%	42
2023 Q1	$340K	Buy	11,821 +494	+4%	+$14K	0.09%	43
2022 Q4	$306K	Buy	11,327 +1,197	+12%	+$32.5K	0.09%	43
2022 Q3	$255K	Sell	10,130 -2,243	-18%	-$62.5K	0.08%	46
2022 Q2	$327K	Sell	12,373 -387,981	-97%	-$11.1M	0.1%	42
2022 Q1	$12.6M	Buy	400,354 +361,409	+928%	+$11.2M	3.32%	9
2021 Q4	$1.28M	Buy	+38,945	New	+$1.25M	0.34%	21

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

West Financial Advisors's DFAU Position: Q2 2026 in Review

West Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 18% in Q2 2026, buying an estimated $601 and bringing the position to 79 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

West Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.6M in Q1 2022. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

West Financial Advisors held 79 shares of Dimensional US Core Equity Market ETF worth $4.08K as of Q2 2026.
West Financial Advisors bought 12 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $601.
Dimensional US Core Equity Market ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #155 holding.
West Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
West Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $12.6M in Q1 2022.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.