Advisor OS’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advisor OS’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	$2.03M	Buy	52,231 +35	+0.1%	+$1.41K	0.15%	103
2025 Q4	$2.07M	Buy	52,196 +32	+0.1%	+$1.25K	0.17%	96
2025 Q3	$2.01M	Buy	52,164 +4,852	+10%	+$181K	0.17%	82
2025 Q2	$1.7M	Sell	47,312 -4,334	-8%	-$145K	0.17%	88
2025 Q1	$1.7M	Buy	51,646 +71	+0.1%	+$2.46K	0.19%	72
2024 Q4	$1.78M	Buy	51,575 +27	+0.1%	+$951	0.21%	71
2024 Q3	$1.77M	Buy	51,548 +78	+0.2%	+$2.58K	0.18%	100
2024 Q2	$1.66M	Sell	51,470 -1,701	-3%	-$53.6K	0.18%	99
2024 Q1	$1.7M	Buy	53,171 +4,464	+9%	+$135K	0.2%	93
2023 Q4	$1.42M	Buy	48,707 +110	+0.2%	+$2.98K	0.19%	95
2023 Q3	$1.27M	Buy	48,597 +95	+0.2%	+$2.59K	0.19%	97
2023 Q2	$1.32M	Buy	+48,502	New	+$1.25M	0.22%	86

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

Advisor OS's DFAC Position: Q1 2026 in Review

Advisor OS increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.07% in Q1 2026, buying an estimated $1.41K and bringing the position to 52,231 shares worth $2.03M. The position accounts for 0.15% of the portfolio, ranked #103.

Advisor OS first reported a position in DFAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Advisor OS held 52,231 shares of Dimensional US Core Equity 2 ETF worth $2.03M as of Q1 2026.
Advisor OS bought 35 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.41K.
Dimensional US Core Equity 2 ETF made up 0.15% of Advisor OS's portfolio in Q1 2026, its #103 holding.
Advisor OS first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
Advisor OS's Dimensional US Core Equity 2 ETF position peaked at $2.07M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.