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

Abound 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
Q2 		$155K Hold
3,490
– – 0.03% 120
2026
Q1 		$136K Hold
3,490
– – 0.03% 122
2025
Q4 		$138K Sell
3,490
-26
-0.7% -$1.01K 0.03% 111
2025
Q3 		$136K Buy
3,516
+2,381
+210% +$88.9K 0.03% 102
2025
Q2 		$40.7K Sell
1,135
-176
-13% -$5.87K 0.01% 227
2025
Q1 		$43.3K Hold
1,311
– – 0.01% 203
2024
Q4 		$45.3K Buy
1,311
+1,135
+645% +$40K 0.01% 189
2024
Q3 		$6.04K Hold
176
– – ﹤0.01% 510
2024
Q2 		$5.67K Hold
176
– – ﹤0.01% 472
2024
Q1 		$5.62K Hold
176
– – ﹤0.01% 491
2023
Q4 		$5.14K Buy
+176
New +$4.76K ﹤0.01% 499
2022
Q4 		– Sell
-1,164
Closed -$25.9K – 740
2022
Q3 		$25.9K Buy
+1,164
New +$28.6K 0.01% 167

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Abound Wealth Management's DFAC Position: Q2 2026 in Review

Abound Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 3,490 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #120.

Abound Wealth Management first reported a position in DFAC in Q3 2022 and has held it in 12 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Abound Wealth Management held 3,490 shares of Dimensional US Core Equity 2 ETF worth $155K as of Q2 2026.
  • Abound Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Abound Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 12 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.