AWM
DFAC icon

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

Accel 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 		$268K Sell
6,042
-107
-2% -$4.58K 0.06% 246
2026
Q1 		$239K Buy
6,149
+2
+0% +$81 0.06% 243
2025
Q4 		$243K Sell
6,147
-1,085
-15% -$42.3K 0.07% 239
2025
Q3 		$279K Sell
7,232
-4
-0.1% -$149 0.08% 215
2025
Q2 		$259K Buy
7,236
+5
+0.1% +$167 0.09% 211
2025
Q1 		$239K Sell
7,231
-27
-0.4% -$937 0.09% 211
2024
Q4 		$251K Buy
7,258
+2
+0% +$70 0.1% 204
2024
Q3 		$249K Buy
7,256
+2
+0% +$66 0.09% 205
2024
Q2 		$234K Sell
7,254
-8,327
-53% -$263K 0.09% 200
2024
Q1 		$498K Hold
15,581
– – 0.21% 110
2023
Q4 		$455K Sell
15,581
-577
-4% -$15.6K 0.23% 107
2023
Q3 		$423K Hold
16,158
– – 0.24% 100
2023
Q2 		$439K Buy
16,158
+15,374
+1,961% +$396K 0.24% 100
2023
Q1 		$20K Hold
784
– – 0.01% 716
2022
Q4 		$19K Hold
784
– – 0.01% 571
2022
Q3 		$19K Hold
784
– – 0.01% 567
2022
Q2 		$19K Hold
784
– – 0.01% 553
2022
Q1 		$22K Hold
784
– – 0.01% 531
2021
Q4 		$23K Hold
784
– – 0.01% 539
2021
Q3 		$21K Sell
784
-1,961
-71% -$53.3K 0.01% 490
2021
Q2 		$74K Buy
+2,745
New +$72.9K 0.05% 274

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

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

Accel Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.7% in Q2 2026, selling an estimated $4.58K and leaving 6,042 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #246.

Accel Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $498K in Q1 2024. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Accel Wealth Management held 6,042 shares of Dimensional US Core Equity 2 ETF worth $268K as of Q2 2026.
  • Accel Wealth Management sold 107 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.58K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Accel Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • Accel Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $498K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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