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Approach Retirement Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Approach Retirement Advisors’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 		$23.3M Buy
526,067
+10,639
+2% +$455K 16.95% 1
2026
Q1 		$20M Buy
515,428
+8,622
+2% +$347K 16.66% 1
2025
Q4 		$20.1M Buy
+506,806
New +$19.8M 17.29% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Approach Retirement Advisors's DFAC Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q2 2026, buying an estimated $455K and bringing the position to 526,067 shares worth $23.3M. The position accounts for 16.95% of the portfolio, ranked #1.

Approach Retirement Advisors first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Approach Retirement Advisors held 526,067 shares of Dimensional US Core Equity 2 ETF worth $23.3M as of Q2 2026.
  • Approach Retirement Advisors bought 10,639 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $455K.
  • Dimensional US Core Equity 2 ETF made up 16.95% of Approach Retirement Advisors's portfolio in Q2 2026, its #1 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.