WPWealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

WPWealth’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	$94.4M	Sell	1,826,859 -35,243	-2%	-$1.76M	14.01%	1
2026 Q1	$84M	Buy	1,862,102 +97,042	+5%	+$4.56M	12.84%	3
2025 Q4	$82.6M	Buy	1,765,060 +124,607	+8%	+$5.78M	12.93%	3
2025 Q3	$75.1M	Buy	1,640,453 +161,915	+11%	+$7.13M	12.27%	3
2025 Q2	$62.6M	Buy	1,478,538 +191,920	+15%	+$7.52M	11.3%	3
2025 Q1	$49.5M	Buy	1,286,618 +61,249	+5%	+$2.48M	9.77%	4
2024 Q4	$49.6M	Buy	1,225,369 +57,993	+5%	+$2.37M	10.14%	3
2024 Q3	$46.3M	Buy	1,167,376 +48,191	+4%	+$1.84M	9.61%	4
2024 Q2	$42M	Buy	1,119,185 +85,848	+8%	+$3.12M	10.13%	3
2024 Q1	$37.8M	Buy	1,033,337 +78,030	+8%	+$2.7M	9.76%	4
2023 Q4	$31.8M	Buy	955,307 +96,631	+11%	+$3M	9.83%	3
2023 Q3	$25.7M	Buy	858,676 +143,117	+20%	+$4.46M	9.84%	3
2023 Q2	$22.2M	Buy	715,559 +54,290	+8%	+$1.59M	9.51%	3
2023 Q1	$19M	Buy	661,269 +61,391	+10%	+$1.74M	8.78%	3
2022 Q4	$16.2M	Buy	+599,878	New	+$16.3M	8.48%	4

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

WPWealth's DFAU Position: Q2 2026 in Review

WPWealth reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.9% in Q2 2026, selling an estimated $1.76M and leaving 1,826,859 shares worth $94.4M. The position accounts for 14.01% of the portfolio, ranked #1.

WPWealth first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

WPWealth held 1,826,859 shares of Dimensional US Core Equity Market ETF worth $94.4M as of Q2 2026.
WPWealth sold 35,243 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.76M.
Dimensional US Core Equity Market ETF made up 14.01% of WPWealth's portfolio in Q2 2026, its #1 holding.
WPWealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.