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Axxcess Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Axxcess Wealth Management’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 		$12.1M Buy
+272,906
New +$11.7M 0.19% 112
2026
Q1 		– Sell
-276,967
Closed -$11M – 523
2025
Q4 		$11M Buy
276,967
+127,129
+85% +$4.96M 0.19% 108
2025
Q3 		$5.78M Buy
149,838
+8,975
+6% +$335K 0.12% 145
2025
Q2 		$5.05M Sell
140,863
-4,402
-3% -$147K 0.12% 148
2025
Q1 		$4.79M Buy
+145,265
New +$5.04M 0.13% 138
2024
Q4 		– Sell
-6,055
Closed -$208K – 869
2024
Q3 		$208K Buy
+6,055
New +$200K 0.01% 830
2024
Q2 		– Sell
-6,896
Closed -$220K – 869
2024
Q1 		$220K Buy
+6,896
New +$208K 0.01% 785

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

Axxcess Wealth Management's DFAC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 272,906 shares worth $12.1M. The stake represents 0.19% of the portfolio and ranks #112 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFAC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFAC in Q1 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Axxcess Wealth Management held 272,906 shares of Dimensional US Core Equity 2 ETF worth $12.1M as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Axxcess Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.