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 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 $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Alpha Financial Advisors's DFAC Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q1 2026, selling an estimated $128K and leaving 118,767 shares worth $4.62M. The position accounts for 1.41% of the portfolio, ranked #15.

Alpha Financial Advisors first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.83M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Alpha Financial Advisors held 118,767 shares of Dimensional US Core Equity 2 ETF worth $4.62M as of Q1 2026.
Alpha Financial Advisors sold 3,166 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $128K.
Dimensional US Core Equity 2 ETF made up 1.41% of Alpha Financial Advisors's portfolio in Q1 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 14 quarters since.
Alpha Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $4.83M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.