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Aviance Capital Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aviance Capital Partners’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 		$2.78M Buy
62,687
+1,316
+2% +$56.3K 0.29% 70
2026
Q1 		$2.38M Sell
61,371
-673
-1% -$27.1K 0.28% 79
2025
Q4 		$2.46M Buy
62,044
+113
+0.2% +$4.41K 0.28% 76
2025
Q3 		$2.39M Buy
61,931
+408
+0.7% +$15.2K 0.28% 78
2025
Q2 		$2.2M Buy
61,523
+371
+0.6% +$12.4K 0.29% 80
2025
Q1 		$2.02M Sell
61,152
-1,212
-2% -$42.1K 0.28% 83
2024
Q4 		$2.16M Sell
62,364
-1,178
-2% -$41.5K 0.3% 77
2024
Q3 		$2.18M Buy
63,542
+4,807
+8% +$159K 0.29% 85
2024
Q2 		$1.89M Sell
58,735
-5,465
-9% -$172K 0.27% 89
2024
Q1 		$2.05M Buy
64,200
+15,780
+33% +$476K 0.31% 82
2023
Q4 		$1.42M Sell
48,420
-495
-1% -$13.4K 0.3% 83
2023
Q3 		$1.28M Buy
48,915
+27,872
+132% +$761K 0.29% 94
2023
Q2 		$571K Buy
21,043
+199
+1% +$5.13K 0.12% 172
2023
Q1 		$531K Buy
20,844
+615
+3% +$15.6K 0.12% 169
2022
Q4 		$491K Buy
20,229
+2,731
+16% +$66.4K 0.11% 178
2022
Q3 		$389K Buy
+17,498
New +$430K 0.1% 187

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

Aviance Capital Partners's DFAC Position: Q2 2026 in Review

Aviance Capital Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q2 2026, buying an estimated $56.3K and bringing the position to 62,687 shares worth $2.78M. The position accounts for 0.29% of the portfolio, ranked #70.

Aviance Capital Partners first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Aviance Capital Partners held 62,687 shares of Dimensional US Core Equity 2 ETF worth $2.78M as of Q2 2026.
  • Aviance Capital Partners bought 1,316 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $56.3K.
  • Dimensional US Core Equity 2 ETF made up 0.29% of Aviance Capital Partners's portfolio in Q2 2026, its #70 holding.
  • Aviance Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.