Atwater Malick’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Atwater Malick’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	$2.85M	Buy	73,256 +181	+0.2%	+$7.29K	0.77%	25
2025 Q4	$2.89M	Buy	73,075 +164	+0.2%	+$6.4K	0.8%	27
2025 Q3	$2.81M	Buy	72,911 +197	+0.3%	+$7.35K	0.82%	26
2025 Q2	$2.61M	Sell	72,714 -2,622	-3%	-$87.5K	0.83%	26
2025 Q1	$2.49M	Sell	75,336 -3,514	-4%	-$122K	0.84%	27
2024 Q4	$2.73M	Buy	78,850 +222	+0.3%	+$7.82K	0.91%	26
2024 Q3	$2.7M	Sell	78,628 -2,725	-3%	-$90K	0.87%	26
2024 Q2	$2.62M	Buy	81,353 +238	+0.3%	+$7.5K	0.9%	25
2024 Q1	$2.59M	Buy	81,115 +162	+0.2%	+$4.89K	0.91%	26
2023 Q4	$2.37M	Sell	80,953 -4,431	-5%	-$120K	0.93%	26
2023 Q3	$2.24M	Buy	85,384 +306	+0.4%	+$8.35K	0.98%	26
2023 Q2	$2.31M	Buy	85,078 +289	+0.3%	+$7.45K	0.99%	26
2023 Q1	$2.16M	Buy	84,789 +200	+0.2%	+$5.07K	1.01%	26
2022 Q4	$2.05M	Buy	84,589 +420	+0.5%	+$10.2K	1.01%	26
2022 Q3	$1.87M	Buy	84,169 +318	+0.4%	+$7.81K	1.05%	27
2022 Q2	$1.95M	Buy	+83,851	New	+$2.12M	1.03%	28
2022 Q1	–	Sell	-86,264	Closed	-$2.5M	–	60
2021 Q4	$2.5M	Sell	86,264 -3,191	-4%	-$90K	1.16%	27
2021 Q3	$2.38M	Buy	89,455 +244	+0.3%	+$6.63K	1.26%	27
2021 Q2	$2.41M	Buy	+89,211	New	+$2.37M	1.33%	27

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atwater Malick's DFAC Position: Q1 2026 in Review

Atwater Malick increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, buying an estimated $7.29K and bringing the position to 73,256 shares worth $2.85M. The position accounts for 0.77% of the portfolio, ranked #25.

Atwater Malick first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Atwater Malick held 73,256 shares of Dimensional US Core Equity 2 ETF worth $2.85M as of Q1 2026.
Atwater Malick bought 181 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $7.29K.
Dimensional US Core Equity 2 ETF made up 0.77% of Atwater Malick's portfolio in Q1 2026, its #25 holding.
Atwater Malick first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
Atwater Malick's Dimensional US Core Equity 2 ETF position peaked at $2.89M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.