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DFAUDFAU
8 quarters

Position history for WAWealthspire Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Yes. Wealthspire Advisors holds 727,590 shares of DFAU, worth $37.6M, as of its Q2 2026 13F filing. It reduced the position by 86,713 shares (-10.7%) from Q1 2026. Wealthspire Advisors has held DFAU since Q3 2024, across 8 quarterly 13F filings. DFAU is 0.2% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$37.6M

Current Shares

727,590

Total Value Change

-$11.5M

Total Shares Change

-509,137

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
727,590
-10.7%
$37.6M0.2%$51.57
0
2026-Q1
Decreased
814,303
-1.3%
$36.7M0.3%$44.91
0
2025-Q4
Decreased
825,028
-0.6%
$38.6M0.3%$46.47
0
2025-Q3
Decreased
829,947
-2.6%
$38M0.2%$45.32
0
2025-Q2
Increased
851,789
+7.7%
$36.1M0.2%$41.85
37
2025-Q1
Decreased
790,704
-0.8%
$30.4M0.2%$37.87
0
2024-Q4
Decreased
797,068
-35.5%
$32.3M0.3%$39.80
0
2024-Q3
New
1.2M
-
$49.1M0.5%$38.87
48

Other major holders of DFAU: Sequoia Financial Advisors, LLC

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