AWM
DFAC icon

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

Ariadne 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 		$6.4M Buy
144,370
+3,206
+2% +$137K 2.83% 5
2026
Q1 		$5.49M Buy
141,164
+6,162
+5% +$248K 2.46% 8
2025
Q4 		$5.49M Sell
135,002
-3,470
-3% -$135K 2.27% 10
2025
Q3 		$5.35M Sell
138,472
-11,273
-8% -$421K 2.4% 8
2025
Q2 		$5.63M Buy
149,745
+3,021
+2% +$101K 2.69% 9
2025
Q1 		$4.85M Sell
146,724
-8,795
-6% -$305K 2.53% 9
2024
Q4 		$5.56M Buy
155,519
+1,563
+1% +$55K 2.54% 8
2024
Q3 		$5.52M Sell
153,956
-5,170
-3% -$171K 3% 5
2024
Q2 		$5.13M Buy
+159,126
New +$5.02M 3.97% 4

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

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

Ariadne Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, buying an estimated $137K and bringing the position to 144,370 shares worth $6.4M. The position accounts for 2.83% of the portfolio, ranked #5.

Ariadne Wealth Management first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ariadne Wealth Management held 144,370 shares of Dimensional US Core Equity 2 ETF worth $6.4M as of Q2 2026.
  • Ariadne Wealth Management bought 3,206 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $137K.
  • Dimensional US Core Equity 2 ETF made up 2.83% of Ariadne Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Ariadne Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.