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Woodside Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Woodside Wealth Management’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 		$2.27M Buy
43,894
+4,145
+10% +$207K 1.58% 17
2026
Q1 		$1.79M Sell
39,749
-2,602
-6% -$122K 1.4% 17
2025
Q4 		$1.98M Buy
42,351
+3,327
+9% +$154K 1.48% 17
2025
Q3 		$1.79M Sell
39,024
-388
-1% -$17.1K 1.41% 17
2025
Q2 		$1.67M Buy
39,412
+1,185
+3% +$46.5K 1.44% 17
2025
Q1 		$1.47M Buy
+38,227
New +$1.55M 1.36% 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

Woodside Wealth Management's DFAU Position: Q2 2026 in Review

Woodside Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q2 2026, buying an estimated $207K and bringing the position to 43,894 shares worth $2.27M. The position accounts for 1.58% of the portfolio, ranked #17.

Woodside Wealth Management first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Woodside Wealth Management held 43,894 shares of Dimensional US Core Equity Market ETF worth $2.27M as of Q2 2026.
  • Woodside Wealth Management bought 4,145 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $207K.
  • Dimensional US Core Equity Market ETF made up 1.58% of Woodside Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Woodside Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.