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B&D White Capital Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

B&D White Capital Company’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 		$32.9M Sell
847,888
-27,219
-3% -$1.1M 4.07% 5
2025
Q4 		$34.6M Buy
875,107
+5,567
+0.6% +$217K 4.01% 6
2025
Q3 		$33.5M Buy
869,540
+130,451
+18% +$4.87M 4.3% 6
2025
Q2 		$26.5M Buy
+739,089
New +$24.7M 4.03% 6

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

B&D White Capital Company's DFAC Position: Q1 2026 in Review

B&D White Capital Company reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q1 2026, selling an estimated $1.1M and leaving 847,888 shares worth $32.9M. The position accounts for 4.07% of the portfolio, ranked #5.

B&D White Capital Company first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.6M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • B&D White Capital Company held 847,888 shares of Dimensional US Core Equity 2 ETF worth $32.9M as of Q1 2026.
  • B&D White Capital Company sold 27,219 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.1M.
  • Dimensional US Core Equity 2 ETF made up 4.07% of B&D White Capital Company's portfolio in Q1 2026, its #5 holding.
  • B&D White Capital Company first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • B&D White Capital Company's Dimensional US Core Equity 2 ETF position peaked at $34.6M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.