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Accredited Investor Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Accredited Investor Services’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 		$3.66M Sell
82,584
-104
-0.1% -$4.45K 2.07% 5
2026
Q1 		$3.21M Sell
82,688
-1,143
-1% -$46K 2.06% 5
2025
Q4 		$3.32M Sell
83,831
-241
-0.3% -$9.41K 2.2% 5
2025
Q3 		$3.24M Sell
84,072
-403
-0.5% -$15K 2.23% 5
2025
Q2 		$3.03M Buy
84,475
+19
+0% +$634 2.29% 5
2025
Q1 		$2.79M Sell
84,456
-1,999
-2% -$69.4K 2.33% 5
2024
Q4 		$2.99M Buy
+86,455
New +$3.04M 2.39% 6

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Accredited Investor Services's DFAC Position: Q2 2026 in Review

Accredited Investor Services reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.13% in Q2 2026, selling an estimated $4.45K and leaving 82,584 shares worth $3.66M. The position accounts for 2.07% of the portfolio, ranked #5.

Accredited Investor Services first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Accredited Investor Services held 82,584 shares of Dimensional US Core Equity 2 ETF worth $3.66M as of Q2 2026.
  • Accredited Investor Services sold 104 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.45K.
  • Dimensional US Core Equity 2 ETF made up 2.07% of Accredited Investor Services's portfolio in Q2 2026, its #5 holding.
  • Accredited Investor Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.