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AssuredPartners Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

AssuredPartners Investment 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
Q1 		$9.89M Sell
251,219
-17,000
-6% -$685K 1.08% 20
2025
Q4 		$10.6M Buy
268,219
+13,037
+5% +$509K 1.58% 11
2025
Q3 		$9.84M Buy
255,182
+9,770
+4% +$365K 2.19% 10
2025
Q2 		$8.8M Buy
245,412
+14,678
+6% +$490K 2.15% 10
2025
Q1 		$7.61M Buy
230,734
+6,642
+3% +$231K 1.47% 9
2024
Q4 		$7.75M Buy
+224,092
New +$7.89M 1.51% 10

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

AssuredPartners Investment Advisors's DFAC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.3% in Q1 2026, selling an estimated $685K and leaving 251,219 shares worth $9.89M. The position accounts for 1.08% of the portfolio, ranked #20.

AssuredPartners Investment Advisors first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • AssuredPartners Investment Advisors held 251,219 shares of Dimensional US Core Equity 2 ETF worth $9.89M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 17,000 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $685K.
  • Dimensional US Core Equity 2 ETF made up 1.08% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • AssuredPartners Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $10.6M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.