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Andrews Lucia Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Andrews Lucia Wealth Management’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 		$73.2M Sell
1,649,228
-49,710
-3% -$2.13M 38.28% 1
2026
Q1 		$66M Sell
1,698,938
-149,927
-8% -$6.04M 39.46% 1
2025
Q4 		$73.2M Sell
1,848,865
-6,452
-0.3% -$252K 43.51% 1
2025
Q3 		$71.6M Sell
1,855,317
-5,393
-0.3% -$201K 43.11% 1
2025
Q2 		$66.7M Sell
1,860,710
-43,110
-2% -$1.44M 43.32% 1
2025
Q1 		$65.9M Sell
1,903,820
-3,151
-0.2% -$109K 44.23% 1
2024
Q4 		$65.4M Sell
1,906,971
-13,174
-0.7% -$464K 43.67% 1
2024
Q3 		$61.9M Buy
1,920,145
+5,569
+0.3% +$184K 43.87% 1
2024
Q2 		$61.2M Hold
1,914,576
– – 42.75% 1
2024
Q1 		$61.2M Buy
1,914,576
+20,932
+1% +$632K 43.56% 1
2023
Q4 		$55.4M Sell
1,893,644
-2,588
-0.1% -$70K 42.7% 1
2023
Q3 		$49.7M Sell
1,896,232
-8,052
-0.4% -$220K 42.73% 1
2023
Q2 		$51.7M Buy
1,904,284
+35,326
+2% +$911K 42.99% 1
2023
Q1 		$47.6M Buy
1,868,958
+30,933
+2% +$784K 42.18% 1
2022
Q4 		$44.6M Buy
1,838,025
+39,690
+2% +$965K 41.51% 1
2022
Q3 		$40M Buy
1,798,335
+4,241
+0.2% +$104K 42.13% 1
2022
Q2 		$49.5M Buy
1,794,094
+14,339
+0.8% +$363K 46.8% 1
2022
Q1 		$51.6M Buy
1,779,755
+1,310
+0.1% +$35.9K 46.19% 1
2021
Q4 		$51.5M Buy
+1,778,445
New +$50.2M 46.67% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Andrews Lucia Wealth Management's DFAC Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, selling an estimated $2.13M and leaving 1,649,228 shares worth $73.2M. The position accounts for 38.28% of the portfolio, ranked #1.

Andrews Lucia Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $73.2M in Q4 2025. 563 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Andrews Lucia Wealth Management held 1,649,228 shares of Dimensional US Core Equity 2 ETF worth $73.2M as of Q2 2026.
  • Andrews Lucia Wealth Management sold 49,710 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.13M.
  • Dimensional US Core Equity 2 ETF made up 38.28% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Andrews Lucia Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $73.2M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.