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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
Q2 		$37.2M Sell
839,446
-8,442
-1% -$361K 3.71% 6
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 $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

B&D White Capital Company's DFAC Position: Q2 2026 in Review

B&D White Capital Company reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1% in Q2 2026, selling an estimated $361K and leaving 839,446 shares worth $37.2M. The position accounts for 3.71% of the portfolio, ranked #6.

B&D White Capital Company first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • B&D White Capital Company held 839,446 shares of Dimensional US Core Equity 2 ETF worth $37.2M as of Q2 2026.
  • B&D White Capital Company sold 8,442 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $361K.
  • Dimensional US Core Equity 2 ETF made up 3.71% of B&D White Capital Company's portfolio in Q2 2026, its #6 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 5 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.