World Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

World Investment 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	$7.68M	Hold	170,133	–	–	0.13%	188
2026 Q1	$7.68M	Buy	170,133 +4,214	+3%	+$198K	0.12%	190
2025 Q4	$7.76M	Sell	165,919 -4,775	-3%	-$221K	0.13%	189
2025 Q3	$7.81M	Buy	170,694 +1,931	+1%	+$85.1K	0.16%	150
2025 Q2	$7.15M	Buy	168,763 +63,873	+61%	+$2.5M	0.16%	146
2025 Q1	$4.03M	Buy	104,890 +32,413	+45%	+$1.31M	0.1%	227
2024 Q4	$2.93M	Buy	72,477 +2,877	+4%	+$118K	0.08%	271
2024 Q3	$2.76M	Buy	69,600 +13,405	+24%	+$512K	0.09%	253
2024 Q2	$2.11M	Buy	56,195 +39,356	+234%	+$1.43M	0.13%	161
2024 Q1	$615K	Buy	16,839 +1,314	+8%	+$45.5K	0.09%	190
2023 Q4	$516K	Buy	+15,525	New	+$482K	0.07%	216

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

World Investment Advisors's DFAU Position: Q2 2026 in Review

World Investment Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 170,133 shares worth $7.68M. The position accounts for 0.13% of the portfolio, ranked #188.

World Investment Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.81M in Q3 2025. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

World Investment Advisors held 170,133 shares of Dimensional US Core Equity Market ETF worth $7.68M as of Q2 2026.
World Investment Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.13% of World Investment Advisors's portfolio in Q2 2026, its #188 holding.
World Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $7.81M in Q3 2025.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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