AC
DFAC icon

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

Annandale 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 		$260K Sell
6,699
-63
-0.9% -$2.54K 0.04% 104
2025
Q4 		$268K Hold
6,762
– – 0.03% 108
2025
Q3 		$2.61M Hold
6,762
– – 0.04% 106
2025
Q2 		$242K Buy
6,762
+650
+11% +$21.7K 0.02% 110
2025
Q1 		$202K Hold
6,112
– – 0.01% 121
2024
Q4 		$211K Buy
6,112
+190
+3% +$6.69K 0.03% 119
2024
Q3 		$203K Buy
+5,922
New +$196K 0.03% 123

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Annandale Capital's DFAC Position: Q1 2026 in Review

Annandale Capital reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.93% in Q1 2026, selling an estimated $2.54K and leaving 6,699 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #104.

Annandale Capital first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Annandale Capital held 6,699 shares of Dimensional US Core Equity 2 ETF worth $260K as of Q1 2026.
  • Annandale Capital sold 63 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.54K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Annandale Capital's portfolio in Q1 2026, its #104 holding.
  • Annandale Capital first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • Annandale Capital's Dimensional US Core Equity 2 ETF position peaked at $2.61M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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