AFA
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Avant Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Avant Financial 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 		$1.57M Sell
35,354
-1,689
-5% -$72.3K 0.98% 27
2026
Q1 		$1.44M Sell
37,043
-242
-0.6% -$9.75K 1.01% 26
2025
Q4 		$1.48M Sell
37,285
-250
-0.7% -$9.76K 1.06% 27
2025
Q3 		$1.45M Sell
37,535
-1,888
-5% -$70.5K 1.09% 26
2025
Q2 		$1.41M Sell
39,423
-377
-0.9% -$12.6K 1.16% 25
2025
Q1 		$1.31M Sell
39,800
-1,481
-4% -$51.4K 1.19% 26
2024
Q4 		$1.43M Buy
+41,281
New +$1.45M 1.31% 25

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Avant Financial Advisors's DFAC Position: Q2 2026 in Review

Avant Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q2 2026, selling an estimated $72.3K and leaving 35,354 shares worth $1.57M. The position accounts for 0.98% of the portfolio, ranked #27.

Avant Financial Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Avant Financial Advisors held 35,354 shares of Dimensional US Core Equity 2 ETF worth $1.57M as of Q2 2026.
  • Avant Financial Advisors sold 1,689 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $72.3K.
  • Dimensional US Core Equity 2 ETF made up 0.98% of Avant Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Avant Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 432 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.