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

Arkadios 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 		$2.43M Sell
54,881
-18,140
-25% -$776K 0.04% 468
2026
Q1 		$2.84M Buy
73,021
+56,103
+332% +$2.26M 0.05% 405
2025
Q4 		$670K Buy
+16,918
New +$660K 0.01% 879
2025
Q2 		– Sell
-11,042
Closed -$364K – 1329
2025
Q1 		$364K Buy
+11,042
New +$383K 0.01% 825

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

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

Arkadios Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 25% in Q2 2026, selling an estimated $776K and leaving 54,881 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #468.

Arkadios Wealth Advisors first reported a position in DFAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.84M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Arkadios Wealth Advisors held 54,881 shares of Dimensional US Core Equity 2 ETF worth $2.43M as of Q2 2026.
  • Arkadios Wealth Advisors sold 18,140 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $776K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #468 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $2.84M in Q1 2026.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.