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Avidian Wealth Enterprises’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Avidian Wealth Enterprises’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 		$492K Buy
12,656
+79
+0.6% +$3.18K 0.02% 438
2025
Q4 		$498K Buy
12,577
+18
+0.1% +$703 0.02% 379
2025
Q3 		$484K Buy
12,559
+21
+0.2% +$784 0.02% 373
2025
Q2 		$449K Buy
12,538
+23
+0.2% +$767 0.02% 359
2025
Q1 		$413K Buy
12,515
+18
+0.1% +$625 0.02% 352
2024
Q4 		$432K Buy
+12,497
New +$440K 0.02% 322

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Avidian Wealth Enterprises's DFAC Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.63% in Q1 2026, buying an estimated $3.18K and bringing the position to 12,656 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #438.

Avidian Wealth Enterprises first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $498K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Avidian Wealth Enterprises held 12,656 shares of Dimensional US Core Equity 2 ETF worth $492K as of Q1 2026.
  • Avidian Wealth Enterprises bought 79 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.18K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #438 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's Dimensional US Core Equity 2 ETF position peaked at $498K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.