Baker Avenue Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baker Avenue Asset 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	$3.24M	Buy	73,043 +410	+0.6%	+$17.5K	0.06%	189
2026 Q1	$2.82M	Hold	72,633	–	–	0.06%	192
2025 Q4	$2.88M	Hold	72,633	–	–	0.07%	180
2025 Q3	$2.8M	Hold	72,633	–	–	0.07%	179
2025 Q2	$2.6M	Hold	72,633	–	–	0.07%	178
2025 Q1	$2.4M	Hold	72,633	–	–	0.08%	185
2024 Q4	$2.51M	Hold	72,633	–	–	0.08%	172
2024 Q3	$2.49M	Hold	72,633	–	–	0.08%	167
2024 Q2	$2.34M	Hold	72,633	–	–	0.08%	154
2024 Q1	$2.32M	Hold	72,633	–	–	0.09%	156
2023 Q4	$2.12M	Hold	72,633	–	–	0.09%	156
2023 Q3	$1.9M	Hold	72,633	–	–	0.1%	151
2023 Q2	$1.97M	Buy	+72,633	New	+$1.87M	0.1%	136

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Baker Avenue Asset Management's DFAC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.56% in Q2 2026, buying an estimated $17.5K and bringing the position to 73,043 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #189.

Baker Avenue Asset Management first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Baker Avenue Asset Management held 73,043 shares of Dimensional US Core Equity 2 ETF worth $3.24M as of Q2 2026.
Baker Avenue Asset Management bought 410 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $17.5K.
Dimensional US Core Equity 2 ETF made up 0.06% of Baker Avenue Asset Management's portfolio in Q2 2026, its #189 holding.
Baker Avenue Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.