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

Aprio 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
Q2 		$6.67M Sell
150,417
-124
-0.1% -$5.3K 0.33% 68
2026
Q1 		$5.85M Buy
150,541
+11,041
+8% +$445K 0.32% 67
2025
Q4 		$5.52M Sell
139,500
-2,010
-1% -$78.5K 0.32% 67
2025
Q3 		$5.46M Buy
141,510
+122
+0.1% +$4.55K 0.54% 39
2025
Q2 		$5.07M Sell
141,388
-1,279
-0.9% -$42.7K 0.57% 32
2025
Q1 		$4.71M Buy
142,667
+45,130
+46% +$1.57M 0.59% 35
2024
Q4 		$3.37M Sell
97,537
-1,054
-1% -$37.1K 0.49% 37
2024
Q3 		$3.38M Buy
98,591
+5
+0% +$165 0.54% 34
2024
Q2 		$3.18M Buy
98,586
+2,410
+3% +$76K 0.58% 31
2024
Q1 		$3.07M Sell
96,176
-11,553
-11% -$349K 0.6% 27
2023
Q4 		$3.15M Buy
107,729
+13
+0% +$352 0.7% 26
2023
Q3 		$2.82M Sell
107,716
-959
-0.9% -$26.2K 0.78% 26
2023
Q2 		$2.95M Buy
108,675
+13,108
+14% +$338K 0.81% 23
2023
Q1 		$2.44M Buy
95,567
+12,318
+15% +$312K 0.75% 23
2022
Q4 		$2.02M Sell
83,249
-1,703
-2% -$41.4K 0.71% 24
2022
Q3 		$1.89M Sell
84,952
-1,057
-1% -$25.9K 0.76% 26
2022
Q2 		$2M Buy
+86,009
New +$2.18M 0.8% 25
2022
Q1 		– Sell
-91,087
Closed -$2.64M – 86
2021
Q4 		$2.64M Buy
91,087
+8
+0% +$226 1.1% 26
2021
Q3 		$2.42M Sell
91,079
-177
-0.2% -$4.81K 1.1% 24
2021
Q2 		$2.46M Buy
+91,256
New +$2.42M 1.16% 20

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
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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Aprio Wealth Management's DFAC Position: Q2 2026 in Review

Aprio Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.08% in Q2 2026, selling an estimated $5.3K and leaving 150,417 shares worth $6.67M. The position accounts for 0.33% of the portfolio, ranked #68.

Aprio Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Aprio Wealth Management held 150,417 shares of Dimensional US Core Equity 2 ETF worth $6.67M as of Q2 2026.
  • Aprio Wealth Management sold 124 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $5.3K.
  • Dimensional US Core Equity 2 ETF made up 0.33% of Aprio Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Aprio Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.