Altiora Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Altiora Financial Group’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	$112M	Sell	2,890,247 -11,398	-0.4%	-$459K	18.5%	1
2025 Q4	$115M	Sell	2,901,645 -62,960	-2%	-$2.46M	19.8%	1
2025 Q3	$114M	Sell	2,964,605 -49,218	-2%	-$1.84M	20.92%	1
2025 Q2	$108M	Sell	3,013,823 -31,208	-1%	-$1.04M	21.1%	1
2025 Q1	$100M	Buy	3,045,031 +16,046	+0.5%	+$557K	21.36%	1
2024 Q4	$105M	Sell	3,028,985 -82,966	-3%	-$2.92M	22.8%	1
2024 Q3	$107M	Buy	3,111,951 +19,219	+0.6%	+$635K	23.59%	1
2024 Q2	$99.7M	Buy	3,092,732 +3,020	+0.1%	+$95.2K	23.94%	1
2024 Q1	$98.7M	Sell	3,089,712 -184,403	-6%	-$5.57M	26.81%	1
2023 Q4	$95.7M	Buy	3,274,115 +705,439	+27%	+$19.1M	27.74%	1
2023 Q3	$67.3M	Sell	2,568,676 -52,336	-2%	-$1.43M	31.25%	1
2023 Q2	$71.2M	Buy	2,621,012 +18,373	+0.7%	+$474K	31.27%	1
2023 Q1	$66.3M	Buy	2,602,639 +5,277	+0.2%	+$134K	30.59%	1
2022 Q4	$63.1M	Buy	+2,597,362	New	+$63.2M	31.48%	1

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 $7.79B AUM 20.38% 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

Altiora Financial Group's DFAC Position: Q1 2026 in Review

Altiora Financial Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.39% in Q1 2026, selling an estimated $459K and leaving 2,890,247 shares worth $112M. The position accounts for 18.5% of the portfolio, ranked #1.

Altiora Financial Group first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $115M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Altiora Financial Group held 2,890,247 shares of Dimensional US Core Equity 2 ETF worth $112M as of Q1 2026.
Altiora Financial Group sold 11,398 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $459K.
Dimensional US Core Equity 2 ETF made up 18.5% of Altiora Financial Group's portfolio in Q1 2026, its #1 holding.
Altiora Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Dimensional US Core Equity 2 ETF position peaked at $115M in Q4 2025.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.