AFC
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Avise Financial Cooperative’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Avise Financial Cooperative’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 		$1.44M Sell
32,574
-4,636
-12% -$198K 1.02% 22
2026
Q1 		$1.45M Buy
+37,210
New +$1.5M 1.2% 18

Other funds holding DFAC

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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

Avise Financial Cooperative's DFAC Position: Q2 2026 in Review

Avise Financial Cooperative reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, selling an estimated $198K and leaving 32,574 shares worth $1.44M. The position accounts for 1.02% of the portfolio, ranked #22.

Avise Financial Cooperative first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.45M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Avise Financial Cooperative held 32,574 shares of Dimensional US Core Equity 2 ETF worth $1.44M as of Q2 2026.
  • Avise Financial Cooperative sold 4,636 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $198K.
  • Dimensional US Core Equity 2 ETF made up 1.02% of Avise Financial Cooperative's portfolio in Q2 2026, its #22 holding.
  • Avise Financial Cooperative first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • Avise Financial Cooperative's Dimensional US Core Equity 2 ETF position peaked at $1.45M in Q1 2026.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.