AWM
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AE Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

AE Wealth 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
Q2 		$8.04M Buy
181,326
+9,332
+5% +$399K 0.04% 338
2026
Q1 		$6.68M Buy
171,994
+32,765
+24% +$1.32M 0.04% 352
2025
Q4 		$5.51M Buy
139,229
+20,315
+17% +$793K 0.03% 376
2025
Q3 		$4.59M Buy
118,914
+26,905
+29% +$1M 0.03% 384
2025
Q2 		$3.3M Buy
92,009
+19,906
+28% +$664K 0.02% 430
2025
Q1 		$2.38M Sell
72,103
-4,292
-6% -$149K 0.02% 486
2024
Q4 		$2.64M Sell
76,395
-31,232
-29% -$1.1M 0.02% 473
2024
Q3 		$3.69M Buy
107,627
+15,328
+17% +$506K 0.03% 390
2024
Q2 		$2.98M Sell
92,299
-6,242
-6% -$197K 0.03% 436
2024
Q1 		$3.15M Sell
98,541
-449,387
-82% -$13.6M 0.04% 392
2023
Q4 		$16.2M Buy
547,928
+91,756
+20% +$2.48M 0.08% 279
2023
Q3 		$12M Buy
456,172
+148,420
+48% +$4.05M 0.07% 335
2023
Q2 		$8.36M Buy
307,752
+8,768
+3% +$226K 0.05% 408
2023
Q1 		$7.62M Buy
298,984
+156,593
+110% +$3.97M 0.05% 407
2022
Q4 		$3.46M Sell
142,391
-20,596
-13% -$501K 0.03% 570
2022
Q3 		$3.63M Buy
162,987
+14,443
+10% +$355K 0.03% 506
2022
Q2 		$3.46M Buy
+148,544
New +$3.76M 0.03% 493
2022
Q1 		– Sell
-92,872
Closed -$2.69M – 1703
2021
Q4 		$2.69M Buy
92,872
+15,600
+20% +$440K 0.02% 606
2021
Q3 		$2.05M Sell
77,272
-20,896
-21% -$568K 0.02% 638
2021
Q2 		$2.65M Buy
+98,168
New +$2.61M 0.02% 553

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

AE Wealth Management's DFAC Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.4% in Q2 2026, buying an estimated $399K and bringing the position to 181,326 shares worth $8.04M. The position accounts for 0.04% of the portfolio, ranked #338.

AE Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.2M in Q4 2023. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • AE Wealth Management held 181,326 shares of Dimensional US Core Equity 2 ETF worth $8.04M as of Q2 2026.
  • AE Wealth Management bought 9,332 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $399K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #338 holding.
  • AE Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • AE Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $16.2M in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.