AC
DFAC icon

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

Apella 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
Q2 		$713M Buy
16,110,656
+386,133
+2% +$16.5M 10.08% 1
2026
Q1 		$662M Buy
15,724,523
+1,809,569
+13% +$72.9M 9.82% 1
2025
Q4 		$551M Buy
13,914,954
+394,315
+3% +$15.4M 10.89% 1
2025
Q3 		$515M Buy
13,520,639
+738,940
+6% +$27.6M 11.46% 1
2025
Q2 		$463M Buy
12,781,699
+969,442
+8% +$32.3M 12.55% 1
2025
Q1 		$376M Buy
11,812,257
+1,216,362
+11% +$42.2M 12.9% 1
2024
Q4 		$367M Buy
10,595,895
+1,789,147
+20% +$63M 14.06% 1
2024
Q3 		$299M Buy
8,806,748
+390,419
+5% +$12.9M 12.3% 1
2024
Q2 		$274M Buy
8,416,329
+1,307,261
+18% +$41.2M 12.24% 1
2024
Q1 		$225M Buy
7,109,068
+803,797
+13% +$24.3M 11.34% 1
2023
Q4 		$181M Buy
6,305,271
+2,794,908
+80% +$75.6M 10.06% 1
2023
Q3 		$92M Buy
3,510,363
+371,851
+12% +$10.1M 6.5% 1
2023
Q2 		$85.2M Buy
+3,138,512
New +$80.9M 6.07% 1
2022
Q4 		$64.5M Buy
2,657,415
+173,041
+7% +$4.21M 5.88% 1
2022
Q3 		$55.3M Buy
2,484,374
+372
+0% +$9.13K 6.43% 1
2022
Q2 		$57.9M Buy
+2,484,002
New +$62.9M 6.91% 1
2022
Q1 		– Sell
-2,471,865
Closed -$71.6M – 209
2021
Q4 		$71.6M Sell
2,471,865
-25
-0% -$705 9.13% 1
2021
Q3 		$65.7M Buy
2,471,890
+13,633
+0.6% +$370K 9.44% 1
2021
Q2 		$66.3M Buy
+2,458,257
New +$65.3M 10.9% 1

Other funds holding DFAC

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Apella Capital's DFAC Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.5% in Q2 2026, buying an estimated $16.5M and bringing the position to 16,110,656 shares worth $713M. The position accounts for 10.08% of the portfolio, ranked #1.

Apella Capital first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Apella Capital held 16,110,656 shares of Dimensional US Core Equity 2 ETF worth $713M as of Q2 2026.
  • Apella Capital bought 386,133 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $16.5M.
  • Dimensional US Core Equity 2 ETF made up 10.08% of Apella Capital's portfolio in Q2 2026, its #1 holding.
  • Apella Capital first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.