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

49 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	$2.61M	Sell	67,106 -1,824	-3%	-$73.5K	0.2%	38
2025 Q4	$2.73M	Buy	68,930 +2,148	+3%	+$83.8K	0.22%	39
2025 Q3	$2.58M	Sell	66,782 -2,469	-4%	-$92.1K	0.24%	34
2025 Q2	$2.48M	Buy	69,251 +207	+0.3%	+$6.91K	0.26%	32
2025 Q1	$2.28M	Buy	+69,044	New	+$2.4M	0.27%	35

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 $7.79B AUM 20.38% 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

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

49 Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q1 2026, selling an estimated $73.5K and leaving 67,106 shares worth $2.61M. The position accounts for 0.2% of the portfolio, ranked #38.

49 Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

49 Wealth Management held 67,106 shares of Dimensional US Core Equity 2 ETF worth $2.61M as of Q1 2026.
49 Wealth Management sold 1,824 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $73.5K.
Dimensional US Core Equity 2 ETF made up 0.2% of 49 Wealth Management's portfolio in Q1 2026, its #38 holding.
49 Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $2.73M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.