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

Alpha Financial Advisors’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	$5.23M	Sell	118,008 -759	-0.6%	-$32.5K	1.37%	15
2026 Q1	$4.62M	Sell	118,767 -3,166	-3%	-$128K	1.41%	15
2025 Q4	$4.83M	Sell	121,933 -923	-0.8%	-$36K	1.48%	15
2025 Q3	$4.74M	Sell	122,856 -372	-0.3%	-$13.9K	1.67%	14
2025 Q2	$4.42M	Sell	123,228 -1,116	-0.9%	-$37.2K	1.71%	14
2025 Q1	$4.1M	Sell	124,344 -390	-0.3%	-$13.5K	1.82%	12
2024 Q4	$4.31M	Sell	124,734 -1,708	-1%	-$60.2K	1.95%	12
2024 Q3	$4.34M	Sell	126,442 -494	-0.4%	-$16.3K	1.92%	13
2024 Q2	$4.09M	Sell	126,936 -6,161	-5%	-$194K	1.97%	13
2024 Q1	$4.25M	Sell	133,097 -652	-0.5%	-$19.7K	2.01%	13
2023 Q4	$3.91M	Sell	133,749 -406	-0.3%	-$11K	1.98%	13
2023 Q3	$3.51M	Sell	134,155 -1,096	-0.8%	-$29.9K	2.23%	12
2023 Q2	$3.67M	Sell	135,251 -2,419	-2%	-$62.3K	2.3%	11
2023 Q1	$3.51M	Sell	137,670 -9,072	-6%	-$230K	2.44%	11
2022 Q4	$3.56M	Buy	+146,742	New	+$3.57M	3.09%	10

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Alpha Financial Advisors's DFAC Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.64% in Q2 2026, selling an estimated $32.5K and leaving 118,008 shares worth $5.23M. The position accounts for 1.37% of the portfolio, ranked #15.

Alpha Financial Advisors first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Alpha Financial Advisors held 118,008 shares of Dimensional US Core Equity 2 ETF worth $5.23M as of Q2 2026.
Alpha Financial Advisors sold 759 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $32.5K.
Dimensional US Core Equity 2 ETF made up 1.37% of Alpha Financial Advisors's portfolio in Q2 2026, its #15 holding.
Alpha Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.