1900 Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

1900 Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Sell	38,908 -25,894	-40%	-$1.04M	0.1%	86
2025 Q4	$2.57M	Sell	64,802 -7,524	-10%	-$294K	0.16%	71
2025 Q3	$2.79M	Sell	72,326 -2,440	-3%	-$91.1K	0.19%	60
2025 Q2	$2.68M	Sell	74,766 -6,601	-8%	-$220K	0.2%	60
2025 Q1	$2.68M	Sell	81,367 -8,601	-10%	-$299K	0.22%	62
2024 Q4	$3.11M	Sell	89,968 -10,013	-10%	-$353K	0.26%	59
2024 Q3	$3.43M	Sell	99,981 -2,708	-3%	-$89.4K	0.29%	55
2024 Q2	$3.31M	Sell	102,689 -124,822	-55%	-$3.94M	0.31%	55
2024 Q1	$7.27M	Sell	227,511 -23,420	-9%	-$707K	0.66%	34
2023 Q4	$7.33M	Sell	250,931 -34,076	-12%	-$922K	0.67%	30
2023 Q3	$7.47M	Sell	285,007 -11,274	-4%	-$308K	0.74%	30
2023 Q2	$8.04M	Buy	296,281 +8,270	+3%	+$213K	0.83%	29
2023 Q1	$7.16M	Buy	288,011 +1,629	+0.6%	+$41.3K	0.77%	32
2022 Q4	$6.95M	Buy	286,382 +26,305	+10%	+$640K	0.75%	34
2022 Q3	$5.79M	Sell	260,077 -2,445	-0.9%	-$60K	0.68%	36
2022 Q2	$6.12M	Buy	262,522 +16,359	+7%	+$414K	0.67%	37
2022 Q1	$6.79M	Buy	246,163 +35,696	+17%	+$977K	0.65%	35
2021 Q4	$6.1M	Buy	210,467 +171,363	+438%	+$4.84M	0.55%	48
2021 Q3	$1.04M	Buy	39,104 +8,663	+28%	+$235K	0.1%	122
2021 Q2	$821K	Buy	+30,441	New	+$809K	0.08%	125

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

1900 Wealth Management's DFAC Position: Q1 2026 in Review

1900 Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 40% in Q1 2026, selling an estimated $1.04M and leaving 38,908 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #86.

1900 Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.04M in Q2 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

1900 Wealth Management held 38,908 shares of Dimensional US Core Equity 2 ETF worth $1.51M as of Q1 2026.
1900 Wealth Management sold 25,894 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.04M.
Dimensional US Core Equity 2 ETF made up 0.1% of 1900 Wealth Management's portfolio in Q1 2026, its #86 holding.
1900 Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
1900 Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $8.04M in Q2 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.