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Annex Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Annex Advisory Services’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 		$331K Sell
7,467
-72
-1% -$3.08K 0.01% 293
2026
Q1 		$293K Buy
7,539
+1,815
+32% +$73.1K 0.01% 308
2025
Q4 		$227K Buy
+5,724
New +$223K ﹤0.01% 335

Other funds holding DFAC

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Annex Advisory Services's DFAC Position: Q2 2026 in Review

Annex Advisory Services reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.96% in Q2 2026, selling an estimated $3.08K and leaving 7,467 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #293.

Annex Advisory Services first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Annex Advisory Services held 7,467 shares of Dimensional US Core Equity 2 ETF worth $331K as of Q2 2026.
  • Annex Advisory Services sold 72 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.08K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #293 holding.
  • Annex Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.