Arbor Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Arbor Wealth 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	$5.14M	Hold	115,776	–	–	3.14%	7
2026 Q1	$4.5M	Hold	115,776	–	–	3.16%	7
2025 Q4	$4.58M	Hold	115,776	–	–	3.27%	7
2025 Q3	$4.47M	Hold	115,776	–	–	3.33%	7
2025 Q2	$4.15M	Hold	115,776	–	–	3.37%	6
2025 Q1	$3.82M	Sell	115,776 -1,475	-1%	-$51.2K	3.41%	6
2024 Q4	$4.06M	Hold	117,251	–	–	3.61%	6
2024 Q3	$4.02M	Hold	117,251	–	–	3.63%	6
2024 Q2	$3.78M	Hold	117,251	–	–	3.73%	6
2024 Q1	$3.75M	Hold	117,251	–	–	3.54%	7
2023 Q4	$3.43M	Buy	+117,251	New	+$3.17M	3.52%	7

Other funds holding DFAC

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

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

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 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

Arbor Wealth Advisors's DFAC Position: Q2 2026 in Review

Arbor Wealth Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 115,776 shares worth $5.14M. The position accounts for 3.14% of the portfolio, ranked #7.

Arbor Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Arbor Wealth Advisors held 115,776 shares of Dimensional US Core Equity 2 ETF worth $5.14M as of Q2 2026.
Arbor Wealth Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 3.14% of Arbor Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Arbor Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.