Austin Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Austin Wealth Management’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	$7.76M	Sell	175,594 -9,732	-5%	-$416K	1.64%	16
2026 Q1	$7.3M	Sell	185,326 -147,246	-44%	-$5.93M	1.66%	17
2025 Q4	$13.4M	Sell	332,572 -41,487	-11%	-$1.62M	1.99%	15
2025 Q3	$14.4M	Sell	374,059 -7,568	-2%	-$282K	2.26%	13
2025 Q2	$14M	Sell	381,627 -701,728	-65%	-$23.4M	2.49%	13
2025 Q1	$34.7M	Sell	1,083,355 -91,999	-8%	-$3.19M	6.95%	2
2024 Q4	$41.7M	Sell	1,175,354 -67,088	-5%	-$2.36M	8.64%	1
2024 Q3	$42.1M	Sell	1,242,442 -9,446	-0.8%	-$312K	9.25%	1
2024 Q2	$41.2M	Sell	1,251,888 -17,061	-1%	-$538K	9.67%	1
2024 Q1	$40.6M	Sell	1,268,949 -22,903	-2%	-$691K	10.04%	1
2023 Q4	$39.1M	Sell	1,291,852 -68,378	-5%	-$1.85M	10.49%	1
2023 Q3	$37.4M	Buy	+1,360,230	New	+$37.1M	11.56%	1

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

Austin Wealth Management's DFAC Position: Q2 2026 in Review

Austin Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.3% in Q2 2026, selling an estimated $416K and leaving 175,594 shares worth $7.76M. The position accounts for 1.64% of the portfolio, ranked #16.

Austin Wealth Management first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.1M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Austin Wealth Management held 175,594 shares of Dimensional US Core Equity 2 ETF worth $7.76M as of Q2 2026.
Austin Wealth Management sold 9,732 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $416K.
Dimensional US Core Equity 2 ETF made up 1.64% of Austin Wealth Management's portfolio in Q2 2026, its #16 holding.
Austin Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $42.1M in Q3 2024.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.