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 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 $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q1 2026, buying an estimated $495K and bringing the position to 953,265 shares worth $37M. The position accounts for 20.05% of the portfolio, ranked #2.

Arcadia Wealth Management (New York) first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.3M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Arcadia Wealth Management (New York) held 953,265 shares of Dimensional US Core Equity 2 ETF worth $37M as of Q1 2026.
Arcadia Wealth Management (New York) bought 12,280 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $495K.
Dimensional US Core Equity 2 ETF made up 20.05% of Arcadia Wealth Management (New York)'s portfolio in Q1 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 6 quarters since.
Arcadia Wealth Management (New York)'s Dimensional US Core Equity 2 ETF position peaked at $37.3M in Q4 2025.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.