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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

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

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. 600 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.
  • 600 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.