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

Woodward 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	$703K	Hold	13,605	–	–	0.24%	31
2026 Q1	$597K	Buy	13,605 +27	+0.2%	+$1.27K	0.23%	31
2025 Q4	$635K	Buy	13,578 +281	+2%	+$13K	0.24%	31
2025 Q3	$608K	Buy	13,297 +56	+0.4%	+$2.47K	0.23%	32
2025 Q2	$561K	Buy	+13,241	New	+$519K	0.23%	34
2022 Q3	–	Sell	-10,515	Closed	-$278K	–	45
2022 Q2	$278K	Sell	10,515 -5,395	-34%	-$155K	0.26%	38
2022 Q1	$501K	Buy	15,910 +3,157	+25%	+$98.1K	0.51%	22
2021 Q4	$421K	Buy	+12,753	New	+$409K	0.43%	24

Other funds holding DFAU

SFA

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

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

Woodward Financial Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 13,605 shares worth $703K. The position accounts for 0.24% of the portfolio, ranked #31.

Woodward Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 8 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Woodward Financial Advisors held 13,605 shares of Dimensional US Core Equity Market ETF worth $703K as of Q2 2026.
Woodward Financial Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.24% of Woodward Financial Advisors's portfolio in Q2 2026, its #31 holding.
Woodward Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 8 quarters since.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.