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

Atlas Private 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 		$5.12M Sell
115,418
-636
-0.5% -$27.2K 1.12% 22
2026
Q1 		$4.51M Sell
116,054
-544
-0.5% -$21.9K 1.06% 23
2025
Q4 		$4.62M Buy
116,598
+10,587
+10% +$413K 1.08% 23
2025
Q3 		$4.09M Sell
106,011
-76,127
-42% -$2.84M 1% 26
2025
Q2 		$6.53M Buy
+182,138
New +$6.08M 0.84% 29

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

Atlas Private Wealth Advisors's DFAC Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.55% in Q2 2026, selling an estimated $27.2K and leaving 115,418 shares worth $5.12M. The position accounts for 1.12% of the portfolio, ranked #22.

Atlas Private Wealth Advisors first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.53M in Q2 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Atlas Private Wealth Advisors held 115,418 shares of Dimensional US Core Equity 2 ETF worth $5.12M as of Q2 2026.
  • Atlas Private Wealth Advisors sold 636 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $27.2K.
  • Dimensional US Core Equity 2 ETF made up 1.12% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Atlas Private Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlas Private Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $6.53M in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.