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 Q2	$3.16M	Sell	71,167 -2,089	-3%	-$89.4K	0.69%	26
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 $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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Atwater Malick's DFAC Position: Q2 2026 in Review

Atwater Malick reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, selling an estimated $89.4K and leaving 71,167 shares worth $3.16M. The position accounts for 0.69% of the portfolio, ranked #26.

Atwater Malick first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Atwater Malick held 71,167 shares of Dimensional US Core Equity 2 ETF worth $3.16M as of Q2 2026.
Atwater Malick sold 2,089 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $89.4K.
Dimensional US Core Equity 2 ETF made up 0.69% of Atwater Malick's portfolio in Q2 2026, its #26 holding.
Atwater Malick first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.