Abacus Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Abacus Wealth Partners’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	$5.81M	Sell	149,383 -826	-0.5%	-$33.3K	0.53%	19
2025 Q4	$5.95M	Sell	150,209 -1,307	-0.9%	-$51K	0.58%	16
2025 Q3	$5.84M	Sell	151,516 -1,418	-0.9%	-$52.9K	0.84%	14
2025 Q2	$5.48M	Sell	152,934 -61	-0%	-$2.04K	0.84%	14
2025 Q1	$5.05M	Sell	152,995 -3,947	-3%	-$137K	0.76%	14
2024 Q4	$5.43M	Sell	156,942 -2,021	-1%	-$71.2K	0.81%	15
2024 Q3	$5.45M	Sell	158,963 -11,113	-7%	-$367K	0.82%	15
2024 Q2	$5.48M	Sell	170,076 -1,452	-0.8%	-$45.8K	0.91%	15
2024 Q1	$5.48M	Sell	171,528 -2,553	-1%	-$77.1K	0.92%	14
2023 Q4	$5.09M	Sell	174,081 -2,221	-1%	-$60.1K	0.86%	15
2023 Q3	$4.62M	Sell	176,302 -1,091	-0.6%	-$29.8K	1.43%	12
2023 Q2	$4.82M	Sell	177,393 -824	-0.5%	-$21.2K	1.45%	13
2023 Q1	$4.52M	Sell	178,217 -3,267	-2%	-$82.8K	1.5%	12
2022 Q4	$4.41M	Sell	181,484 -7,154	-4%	-$174K	1.57%	13
2022 Q3	$4.2M	Sell	188,638 -1,604	-0.8%	-$39.4K	2.22%	7
2022 Q2	$4.43M	Sell	190,242 -1,034	-0.5%	-$26.2K	2.3%	7
2022 Q1	$5.28M	Sell	191,276 -28,668	-13%	-$785K	2.34%	6
2021 Q4	$6.37M	Sell	219,944 -5,776	-3%	-$163K	2.25%	7
2021 Q3	$6M	Sell	225,720 -9,710	-4%	-$264K	2.21%	8
2021 Q2	$6.35M	Buy	+235,430	New	+$6.26M	2.49%	7

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

Abacus Wealth Partners's DFAC Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.55% in Q1 2026, selling an estimated $33.3K and leaving 149,383 shares worth $5.81M. The position accounts for 0.53% of the portfolio, ranked #19.

Abacus Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.37M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Abacus Wealth Partners held 149,383 shares of Dimensional US Core Equity 2 ETF worth $5.81M as of Q1 2026.
Abacus Wealth Partners sold 826 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $33.3K.
Dimensional US Core Equity 2 ETF made up 0.53% of Abacus Wealth Partners's portfolio in Q1 2026, its #19 holding.
Abacus Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Abacus Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $6.37M in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.