AO
DFAC icon

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
Q2 		$2.32M Buy
52,252
+21
+0% +$898 0.15% 99
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
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

Advisor OS's DFAC Position: Q2 2026 in Review

Advisor OS increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.04% in Q2 2026, buying an estimated $898 and bringing the position to 52,252 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #99.

Advisor OS first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Advisor OS held 52,252 shares of Dimensional US Core Equity 2 ETF worth $2.32M as of Q2 2026.
  • Advisor OS bought 21 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $898.
  • Dimensional US Core Equity 2 ETF made up 0.15% of Advisor OS's portfolio in Q2 2026, its #99 holding.
  • Advisor OS first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.