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

Asset Advisory 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 		$9.27M Buy
209,020
+19,206
+10% +$822K 4.05% 5
2026
Q1 		$7.38M Buy
189,814
+4,814
+3% +$194K 3.7% 7
2025
Q4 		$7.32M Buy
+185,000
New +$7.22M 3.66% 7

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Asset Advisory Group's DFAC Position: Q2 2026 in Review

Asset Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q2 2026, buying an estimated $822K and bringing the position to 209,020 shares worth $9.27M. The position accounts for 4.05% of the portfolio, ranked #5.

Asset Advisory Group first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Asset Advisory Group held 209,020 shares of Dimensional US Core Equity 2 ETF worth $9.27M as of Q2 2026.
  • Asset Advisory Group bought 19,206 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $822K.
  • Dimensional US Core Equity 2 ETF made up 4.05% of Asset Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Asset Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.