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

Angeles 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 Q1	$362K	Hold	9,303	–	–	0.02%	290
2025 Q4	$368K	Hold	9,303	–	–	0.02%	259
2025 Q3	$359K	Hold	9,303	–	–	0.02%	229
2025 Q2	$333K	Hold	9,303	–	–	0.02%	243
2025 Q1	$307K	Sell	9,303 -800	-8%	-$27.8K	0.03%	206
2024 Q4	$349K	Hold	10,103	–	–	0.03%	183
2024 Q3	$346K	Buy	10,103 +973	+11%	+$32.1K	0.03%	178
2024 Q2	$294K	Hold	9,130	–	–	0.03%	182
2024 Q1	$292K	Buy	9,130 +7,607	+499%	+$230K	0.03%	176
2023 Q4	$44.5K	Hold	1,523	–	–	0.01%	225
2023 Q3	$39.9K	Hold	1,523	–	–	0.01%	202
2023 Q2	$41.4K	Hold	1,523	–	–	0.01%	204
2023 Q1	$38.8K	Buy	+1,523	New	+$38.6K	0.01%	192

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

Angeles Wealth Management's DFAC Position: Q1 2026 in Review

Angeles Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 9,303 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #290.

Angeles Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $368K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Angeles Wealth Management held 9,303 shares of Dimensional US Core Equity 2 ETF worth $362K as of Q1 2026.
Angeles Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #290 holding.
Angeles Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
Angeles Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $368K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.