AWE
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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
Q2 		$1.74M Buy
39,182
+26,526
+210% +$1.13M 0.05% 236
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 $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

Avidian Wealth Enterprises's DFAC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 210% in Q2 2026, buying an estimated $1.13M and bringing the position to 39,182 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #236.

Avidian Wealth Enterprises first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Avidian Wealth Enterprises held 39,182 shares of Dimensional US Core Equity 2 ETF worth $1.74M as of Q2 2026.
  • Avidian Wealth Enterprises bought 26,526 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #236 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.