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 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 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

Aviance Capital Partners's DFAC Position: Q1 2026 in Review

Aviance Capital Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, selling an estimated $27.1K and leaving 61,371 shares worth $2.38M. The position accounts for 0.28% of the portfolio, ranked #79.

Aviance Capital Partners first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Aviance Capital Partners held 61,371 shares of Dimensional US Core Equity 2 ETF worth $2.38M as of Q1 2026.
Aviance Capital Partners sold 673 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $27.1K.
Dimensional US Core Equity 2 ETF made up 0.28% of Aviance Capital Partners's portfolio in Q1 2026, its #79 holding.
Aviance Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
Aviance Capital Partners's Dimensional US Core Equity 2 ETF position peaked at $2.46M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.