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Axis Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Axis Wealth 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 		$2.08M Sell
46,967
-11,340
-19% -$485K 1% 29
2026
Q1 		$2.27M Buy
58,307
+1,338
+2% +$53.9K 1.2% 22
2025
Q4 		$2.26M Buy
56,969
+4,943
+10% +$193K 1.25% 23
2025
Q3 		$2.01M Buy
52,026
+5,093
+11% +$190K 1.17% 22
2025
Q2 		$1.68M Buy
46,933
+2,319
+5% +$77.4K 1.11% 24
2025
Q1 		$1.47M Buy
44,614
+6,529
+17% +$227K 1.09% 24
2024
Q4 		$1.32M Buy
+38,085
New +$1.34M 1.11% 23

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

Axis Wealth Partners's DFAC Position: Q2 2026 in Review

Axis Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 19% in Q2 2026, selling an estimated $485K and leaving 46,967 shares worth $2.08M. The position accounts for 1% of the portfolio, ranked #29.

Axis Wealth Partners first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Axis Wealth Partners held 46,967 shares of Dimensional US Core Equity 2 ETF worth $2.08M as of Q2 2026.
  • Axis Wealth Partners sold 11,340 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $485K.
  • Dimensional US Core Equity 2 ETF made up 1% of Axis Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Axis Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $2.27M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.