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Ascent Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ascent Group’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 		$2.08M Buy
46,958
+32,629
+228% +$1.4M 0.06% 258
2026
Q1 		$557K Sell
14,329
-729
-5% -$29.4K 0.02% 472
2025
Q4 		$596K Sell
15,058
-426
-3% -$16.6K 0.02% 460
2025
Q3 		$597K Buy
15,484
+1,270
+9% +$47.4K 0.02% 459
2025
Q2 		$509K Sell
14,214
-338
-2% -$11.3K 0.02% 469
2025
Q1 		$480K Sell
14,552
-509
-3% -$17.7K 0.02% 465
2024
Q4 		$521K Sell
15,061
-1,336
-8% -$47K 0.04% 370
2024
Q3 		$562K Buy
16,397
+3,003
+22% +$99.2K 0.04% 359
2024
Q2 		$432K Sell
13,394
-4,073
-23% -$128K 0.04% 374
2024
Q1 		$558K Sell
17,467
-1,050
-6% -$31.7K 0.05% 336
2023
Q4 		$562K Sell
18,517
-3,204
-15% -$86.7K 0.05% 328
2023
Q3 		$566K Sell
21,721
-2,285
-10% -$62.4K 0.06% 297
2023
Q2 		$665K Sell
24,006
-1,992
-8% -$51.3K 0.07% 282
2023
Q1 		$662K Sell
25,998
-1,048
-4% -$26.5K 0.07% 276
2022
Q4 		$657K Buy
27,046
+464
+2% +$11.3K 0.08% 269
2022
Q3 		$649K Sell
26,582
-633
-2% -$15.5K 0.08% 252
2022
Q2 		$692K Buy
27,215
+1,134
+4% +$28.7K 0.08% 256
2022
Q1 		$719K Buy
26,081
+1,151
+5% +$31.5K 0.08% 258
2021
Q4 		$668K Buy
+24,930
New +$703K 0.09% 256

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

Ascent Group's DFAC Position: Q2 2026 in Review

Ascent Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 228% in Q2 2026, buying an estimated $1.4M and bringing the position to 46,958 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #258.

Ascent Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ascent Group held 46,958 shares of Dimensional US Core Equity 2 ETF worth $2.08M as of Q2 2026.
  • Ascent Group bought 32,629 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.4M.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Ascent Group's portfolio in Q2 2026, its #258 holding.
  • Ascent Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.