AlphaCore Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

AlphaCore Capital’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	$4.03M	Sell	103,610 -7,978	-7%	-$321K	0.1%	179
2025 Q4	$4.42M	Sell	111,588 -1,978	-2%	-$77.2K	0.1%	179
2025 Q3	$4.38M	Sell	113,566 -1,895	-2%	-$70.7K	0.15%	123
2025 Q2	$4.14M	Buy	115,461 +106,199	+1,147%	+$3.54M	0.16%	115
2025 Q1	$306K	Buy	+9,262	New	+$322K	0.03%	362
2024 Q1	–	Sell	-13,051	Closed	-$381K	–	189
2023 Q4	$381K	Sell	13,051 -8,949	-41%	-$242K	0.06%	170
2023 Q3	$576K	Buy	+22,000	New	+$600K	0.09%	134

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

AlphaCore Capital's DFAC Position: Q1 2026 in Review

AlphaCore Capital reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.1% in Q1 2026, selling an estimated $321K and leaving 103,610 shares worth $4.03M. The position accounts for 0.1% of the portfolio, ranked #179.

AlphaCore Capital first reported a position in DFAC in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.42M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

AlphaCore Capital held 103,610 shares of Dimensional US Core Equity 2 ETF worth $4.03M as of Q1 2026.
AlphaCore Capital sold 7,978 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $321K.
Dimensional US Core Equity 2 ETF made up 0.1% of AlphaCore Capital's portfolio in Q1 2026, its #179 holding.
AlphaCore Capital first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 7 quarters since.
AlphaCore Capital's Dimensional US Core Equity 2 ETF position peaked at $4.42M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.