Arcadia Wealth Management (New York)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Arcadia Wealth Management (New York)’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	$42M	Sell	947,460 -5,805	-0.6%	-$248K	20.06%	2
2026 Q1	$37M	Buy	953,265 +12,280	+1%	+$495K	20.05%	2
2025 Q4	$37.3M	Buy	940,985 +2,216	+0.2%	+$86.5K	21.37%	2
2025 Q3	$36.2M	Buy	938,769 +23	+0%	+$858	21.99%	1
2025 Q2	$33.6M	Buy	938,746 +28,661	+3%	+$956K	22.92%	1
2025 Q1	$30M	Buy	910,085 +21,435	+2%	+$744K	23.41%	1
2024 Q4	$30.7M	Buy	+888,650	New	+$31.3M	26.12%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Arcadia Wealth Management (New York)'s DFAC Position: Q2 2026 in Review

Arcadia Wealth Management (New York) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.61% in Q2 2026, selling an estimated $248K and leaving 947,460 shares worth $42M. The position accounts for 20.06% of the portfolio, ranked #2.

Arcadia Wealth Management (New York) first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Arcadia Wealth Management (New York) held 947,460 shares of Dimensional US Core Equity 2 ETF worth $42M as of Q2 2026.
Arcadia Wealth Management (New York) sold 5,805 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $248K.
Dimensional US Core Equity 2 ETF made up 20.06% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #2 holding.
Arcadia Wealth Management (New York) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.