Baird Financial Group
DFAC icon

Baird Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baird Financial Group’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 		$172M Sell
4,414,037
-226,966
-5% -$9.14M 0.27% 68
2025
Q4 		$184M Buy
4,641,003
+71,269
+2% +$2.78M 0.29% 64
2025
Q3 		$176M Sell
4,569,734
-12,454
-0.3% -$465K 0.28% 63
2025
Q2 		$164M Sell
4,582,188
-9,932
-0.2% -$331K 0.29% 64
2025
Q1 		$151M Sell
4,592,120
-46,853
-1% -$1.63M 0.29% 67
2024
Q4 		$160M Buy
4,638,973
+15,032
+0.3% +$529K 0.31% 68
2024
Q3 		$159M Buy
4,623,941
+100,298
+2% +$3.31M 0.31% 67
2024
Q2 		$146M Buy
4,523,643
+5,804
+0.1% +$183K 0.3% 65
2024
Q1 		$144M Buy
4,517,839
+18,931
+0.4% +$571K 0.3% 67
2023
Q4 		$132M Buy
4,498,908
+156,127
+4% +$4.22M 0.3% 68
2023
Q3 		$114M Buy
4,342,781
+159,304
+4% +$4.35M 0.31% 72
2023
Q2 		$114M Buy
4,183,477
+8,446
+0.2% +$218K 0.3% 72
2023
Q1 		$106M Buy
4,175,031
+30,796
+0.7% +$780K 0.26% 85
2022
Q4 		$101M Buy
4,144,235
+1,787,634
+76% +$43.5M 0.27% 79
2022
Q3 		$52.4M Buy
2,356,601
+2,322,157
+6,742% +$57M 0.15% 159
2022
Q2 		$803K Buy
34,444
+515
+2% +$13K ﹤0.01% 1168
2022
Q1 		$936K Buy
33,929
+18,477
+120% +$506K ﹤0.01% 1168
2021
Q4 		$448K Buy
15,452
+1,927
+14% +$54.4K ﹤0.01% 1518
2021
Q3 		$359K Sell
13,525
-30,231
-69% -$821K ﹤0.01% 1602
2021
Q2 		$1.18M Buy
+43,756
New +$1.16M ﹤0.01% 1125

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

Baird Financial Group's DFAC Position: Q1 2026 in Review

Baird Financial Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.9% in Q1 2026, selling an estimated $9.14M and leaving 4,414,037 shares worth $172M. The position accounts for 0.27% of the portfolio, ranked #68.

Baird Financial Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $184M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Baird Financial Group held 4,414,037 shares of Dimensional US Core Equity 2 ETF worth $172M as of Q1 2026.
  • Baird Financial Group sold 226,966 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $9.14M.
  • Dimensional US Core Equity 2 ETF made up 0.27% of Baird Financial Group's portfolio in Q1 2026, its #68 holding.
  • Baird Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Baird Financial Group's Dimensional US Core Equity 2 ETF position peaked at $184M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.