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

WMG 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	$462K	Hold	8,937	–	–	0.17%	57
2026 Q1	$403K	Sell	8,937 -1,650	-16%	-$77.6K	0.17%	57
2025 Q4	$495K	Sell	10,587 -500	-5%	-$23.2K	0.2%	63
2025 Q3	$507K	Sell	11,087 -759	-6%	-$33.4K	0.17%	89
2025 Q2	$502K	Hold	11,846	–	–	0.19%	77
2025 Q1	$455K	Buy	11,846 +2,605	+28%	+$106K	0.19%	77
2024 Q4	$374K	Sell	9,241 -239	-3%	-$9.76K	0.16%	92
2024 Q3	$376K	Sell	9,480 -500	-5%	-$19.1K	0.17%	85
2024 Q2	$374K	Sell	9,980 -5,306	-35%	-$193K	0.2%	76
2024 Q1	$559K	Sell	15,286 -2,457	-14%	-$85.1K	0.32%	55
2023 Q4	$590K	Sell	17,743 -21,241	-54%	-$659K	0.38%	52
2023 Q3	$1.22M	Buy	38,984 +1,970	+5%	+$61.3K	1.04%	19
2023 Q2	$1.15M	Sell	37,014 -6,784	-15%	-$199K	0.84%	25
2023 Q1	$1.41M	Sell	43,798 -71,586	-62%	-$2.02M	1.17%	19
2022 Q4	$3.12M	Sell	115,384 -8,624	-7%	-$234K	2.65%	5
2022 Q3	$3.12M	Sell	124,008 -18,687	-13%	-$520K	2.81%	5
2022 Q2	$3.77M	Sell	142,695 -43,878	-24%	-$1.26M	3.27%	4
2022 Q1	$5.89M	Sell	186,573 -7,063	-4%	-$219K	4.33%	4
2021 Q4	$6.4M	Buy	+193,636	New	+$6.21M	4.98%	1

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

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

WMG Financial Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 8,937 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #57.

WMG Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.4M in Q4 2021. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

WMG Financial Advisors held 8,937 shares of Dimensional US Core Equity Market ETF worth $462K as of Q2 2026.
WMG Financial Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.17% of WMG Financial Advisors's portfolio in Q2 2026, its #57 holding.
WMG Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
WMG Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $6.4M in Q4 2021.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.