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

Ameriprise’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	$1.49M	Sell	38,362 -18,650	-33%	-$751K	﹤0.01%	3109
2025 Q4	$2.26M	Buy	57,012 +10,725	+23%	+$419K	﹤0.01%	2929
2025 Q3	$1.79M	Buy	46,287 +1,441	+3%	+$53.8K	﹤0.01%	3063
2025 Q2	$1.61M	Buy	44,846 +9,894	+28%	+$330K	﹤0.01%	3062
2025 Q1	$1.15M	Sell	34,952 -11,291	-24%	-$392K	﹤0.01%	3151
2024 Q4	$1.6M	Buy	46,243 +37,605	+435%	+$1.32M	﹤0.01%	3040
2024 Q3	$296K	Buy	8,638 +1,191	+16%	+$39.3K	﹤0.01%	3647
2024 Q2	$240K	Buy	7,447 +890	+14%	+$28.1K	﹤0.01%	3652
2024 Q1	$209K	Buy	+6,557	New	+$198K	﹤0.01%	3677
2023 Q3	–	Sell	-8,608	Closed	-$234K	–	3902
2023 Q2	$234K	Sell	8,608 -10,549	-55%	-$272K	﹤0.01%	3684
2023 Q1	$488K	Buy	+19,157	New	+$485K	﹤0.01%	3439
2022 Q3	–	Sell	-101,298	Closed	-$2.36M	–	3972
2022 Q2	$2.36M	Sell	101,298 -28,311	-22%	-$717K	﹤0.01%	2753
2022 Q1	$3.58M	Buy	129,609 +121,201	+1,441%	+$3.32M	﹤0.01%	2631
2021 Q4	$244K	Buy	+8,408	New	+$237K	﹤0.01%	3736

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

Ameriprise's DFAC Position: Q1 2026 in Review

Ameriprise reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 33% in Q1 2026, selling an estimated $751K and leaving 38,362 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Ameriprise first reported a position in DFAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.58M in Q1 2022. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Ameriprise held 38,362 shares of Dimensional US Core Equity 2 ETF worth $1.49M as of Q1 2026.
Ameriprise sold 18,650 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $751K.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3109 holding.
Ameriprise first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 14 quarters since.
Ameriprise's Dimensional US Core Equity 2 ETF position peaked at $3.58M in Q1 2022.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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