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ABLE Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

ABLE Financial Group’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 		$27M Sell
694,084
-8,958
-1% -$361K 5.28% 2
2025
Q4 		$27.8M Buy
703,042
+25,164
+4% +$982K 5.65% 2
2025
Q3 		$26.1M Sell
677,878
-25,298
-4% -$944K 5.67% 2
2025
Q2 		$25.2M Sell
703,176
-210,678
-23% -$7.03M 6.08% 1
2025
Q1 		$30.1M Buy
+913,854
New +$31.7M 8.45% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

ABLE Financial Group's DFAC Position: Q1 2026 in Review

ABLE Financial Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q1 2026, selling an estimated $361K and leaving 694,084 shares worth $27M. The position accounts for 5.28% of the portfolio, ranked #2.

ABLE Financial Group first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $30.1M in Q1 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • ABLE Financial Group held 694,084 shares of Dimensional US Core Equity 2 ETF worth $27M as of Q1 2026.
  • ABLE Financial Group sold 8,958 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $361K.
  • Dimensional US Core Equity 2 ETF made up 5.28% of ABLE Financial Group's portfolio in Q1 2026, its #2 holding.
  • ABLE Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • ABLE Financial Group's Dimensional US Core Equity 2 ETF position peaked at $30.1M in Q1 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.