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Aspiriant LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aspiriant LLC’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 		$12.4M Buy
320,184
+9
+0% +$363 0.35% 40
2025
Q4 		$12.7M Buy
320,175
+8
+0% +$312 0.36% 40
2025
Q3 		$12.3M Sell
320,167
-4,276
-1% -$160K 0.38% 37
2025
Q2 		$11.6M Buy
324,443
+10,333
+3% +$345K 0.37% 37
2025
Q1 		$10.4M Buy
314,110
+32,074
+11% +$1.11M 0.36% 35
2024
Q4 		$9.76M Buy
282,036
+10
+0% +$352 0.35% 36
2024
Q3 		$9.67M Sell
282,026
-468
-0.2% -$15.5K 0.37% 37
2024
Q2 		$9.11M Buy
282,494
+488
+0.2% +$15.4K 0.37% 37
2024
Q1 		$9.01M Buy
282,006
+7
+0% +$211 0.37% 38
2023
Q4 		$8.24M Buy
281,999
+13
+0% +$352 0.37% 39
2023
Q3 		$7.39M Buy
281,986
+12
+0% +$328 0.38% 38
2023
Q2 		$7.66M Buy
281,974
+11
+0% +$284 0.39% 38
2023
Q1 		$7.18M Buy
281,963
+8
+0% +$203 0.38% 39
2022
Q4 		$6.85M Buy
281,955
+18
+0% +$438 0.35% 41
2022
Q3 		$6.27M Buy
281,937
+13
+0% +$319 0.31% 43
2022
Q2 		$6.57M Sell
281,924
-4,580
-2% -$116K 0.32% 42
2022
Q1 		$7.9M Sell
286,504
-409
-0.1% -$11.2K 0.43% 35
2021
Q4 		$8.31M Buy
286,913
+14
+0% +$395 0.44% 29
2021
Q3 		$7.62M Buy
286,899
+9
+0% +$245 0.45% 30
2021
Q2 		$7.74M Buy
+286,890
New +$7.62M 0.44% 29

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Aspiriant LLC's DFAC Position: Q1 2026 in Review

Aspiriant LLC increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0% in Q1 2026, buying an estimated $363 and bringing the position to 320,184 shares worth $12.4M. The position accounts for 0.35% of the portfolio, ranked #40.

Aspiriant LLC first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.7M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Aspiriant LLC held 320,184 shares of Dimensional US Core Equity 2 ETF worth $12.4M as of Q1 2026.
  • Aspiriant LLC bought 9 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $363.
  • Dimensional US Core Equity 2 ETF made up 0.35% of Aspiriant LLC's portfolio in Q1 2026, its #40 holding.
  • Aspiriant LLC first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Aspiriant LLC's Dimensional US Core Equity 2 ETF position peaked at $12.7M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.