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Advyzon Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advyzon Investment 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
Q1 		$1.46M Buy
37,475
+2,260
+6% +$91.1K 0.13% 158
2025
Q4 		$1.39M Buy
35,215
+12,138
+53% +$474K 0.16% 135
2025
Q3 		$890K Buy
23,077
+14,255
+162% +$532K 0.15% 141
2025
Q2 		$316K Buy
+8,822
New +$294K 0.07% 268

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

Advyzon Investment Management's DFAC Position: Q1 2026 in Review

Advyzon Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.4% in Q1 2026, buying an estimated $91.1K and bringing the position to 37,475 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #158.

Advyzon Investment Management first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Advyzon Investment Management held 37,475 shares of Dimensional US Core Equity 2 ETF worth $1.46M as of Q1 2026.
  • Advyzon Investment Management bought 2,260 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $91.1K.
  • Dimensional US Core Equity 2 ETF made up 0.13% of Advyzon Investment Management's portfolio in Q1 2026, its #158 holding.
  • Advyzon Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.