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Advisornet Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advisornet Financial’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 		$27.3M Buy
701,850
+14,649
+2% +$590K 1.41% 9
2025
Q4 		$27.2M Sell
687,201
-13,994
-2% -$546K 1.45% 10
2025
Q3 		$27M Buy
701,195
+40,355
+6% +$1.51M 1.53% 10
2025
Q2 		$23.7M Buy
660,840
+40,693
+7% +$1.36M 1.53% 10
2025
Q1 		$20.5M Buy
620,147
+195,805
+46% +$6.8M 1.52% 11
2024
Q4 		$14.7M Buy
424,342
+47,185
+13% +$1.66M 1.23% 16
2024
Q3 		$12.9M Buy
377,157
+80,510
+27% +$2.66M 0.97% 19
2024
Q2 		$9.56M Buy
296,647
+15,312
+5% +$483K 0.87% 22
2024
Q1 		$8.99M Sell
281,335
-197,868
-41% -$5.97M 0.86% 22
2023
Q4 		$14M Sell
479,203
-51,114
-10% -$1.38M 1.29% 11
2023
Q3 		$13.9M Sell
530,317
-15,652
-3% -$427K 1.26% 15
2023
Q2 		$14.8M Sell
545,969
-33,965
-6% -$875K 1.27% 13
2023
Q1 		$14.8M Sell
579,934
-17,087
-3% -$433K 1.35% 11
2022
Q4 		$14.5M Buy
597,021
+5,063
+0.9% +$123K 1.43% 7
2022
Q3 		$13.2M Buy
591,958
+117,168
+25% +$2.88M 1.31% 6
2022
Q2 		$11.1M Sell
474,790
-346,981
-42% -$8.79M 1.09% 13
2022
Q1 		$22.7M Buy
821,771
+75,555
+10% +$2.07M 1.42% 9
2021
Q4 		$21.6M Buy
746,216
+48,896
+7% +$1.38M 1.33% 7
2021
Q3 		$18.5M Buy
+697,320
New +$18.9M 1.29% 7

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Advisornet Financial's DFAC Position: Q1 2026 in Review

Advisornet Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q1 2026, buying an estimated $590K and bringing the position to 701,850 shares worth $27.3M. The position accounts for 1.41% of the portfolio, ranked #9.

Advisornet Financial first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Advisornet Financial held 701,850 shares of Dimensional US Core Equity 2 ETF worth $27.3M as of Q1 2026.
  • Advisornet Financial bought 14,649 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $590K.
  • Dimensional US Core Equity 2 ETF made up 1.41% of Advisornet Financial's portfolio in Q1 2026, its #9 holding.
  • Advisornet Financial first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.