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Wheels Up Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wheels Up Wealth’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 		$815K Hold
15,766
– – 0.69% 16
2026
Q1 		$711K Hold
15,766
– – 0.67% 16
2025
Q4 		$738K Buy
+15,766
New +$731K 0.69% 17

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

Wheels Up Wealth's DFAU Position: Q2 2026 in Review

Wheels Up Wealth held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 15,766 shares worth $815K. The position accounts for 0.69% of the portfolio, ranked #16.

Wheels Up Wealth first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Wheels Up Wealth held 15,766 shares of Dimensional US Core Equity Market ETF worth $815K as of Q2 2026.
  • Wheels Up Wealth left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.69% of Wheels Up Wealth's portfolio in Q2 2026, its #16 holding.
  • Wheels Up Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.