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Baker Boyer National Bank’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baker Boyer National Bank’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 		$82.9M Buy
1,867,814
+57,471
+3% +$2.46M 22.76% 1
2026
Q1 		$70.3M Buy
1,810,343
+23,001
+1% +$927K 21.14% 1
2025
Q4 		$70.8M Sell
1,787,342
-22,115
-1% -$863K 21.36% 1
2025
Q3 		$69.8M Sell
1,809,457
-2,524
-0.1% -$94.2K 23.19% 1
2025
Q2 		$64.9M Buy
1,811,981
+4,036
+0.2% +$135K 22.4% 1
2025
Q1 		$59.6M Buy
1,807,945
+14,694
+0.8% +$510K 22% 1
2024
Q4 		$62M Sell
1,793,251
-21,495
-1% -$757K 21.43% 2
2024
Q3 		$62.2M Sell
1,814,746
-11,920
-0.7% -$394K 20.88% 2
2024
Q2 		$58.9M Buy
1,826,666
+10,976
+0.6% +$346K 20.58% 2
2024
Q1 		$58M Buy
1,815,690
+57,638
+3% +$1.74M 19.98% 2
2023
Q4 		$51.4M Sell
1,758,052
-30,423
-2% -$823K 18.88% 2
2023
Q3 		$46.9M Sell
1,788,475
-108,243
-6% -$2.95M 19.05% 2
2023
Q2 		$51.5M Buy
1,896,718
+103,292
+6% +$2.66M 19.03% 2
2023
Q1 		$45.7M Buy
1,793,426
+145,986
+9% +$3.7M 17.6% 2
2022
Q4 		$40M Sell
1,647,440
-31,085
-2% -$756K 16.79% 2
2022
Q3 		$37.3M Buy
1,678,525
+33,714
+2% +$828K 16.56% 2
2022
Q2 		$38.3M Sell
1,644,811
-27,898
-2% -$706K 19.43% 1
2022
Q1 		$46.1M Sell
1,672,709
-18,728
-1% -$513K 22.19% 1
2021
Q4 		$49M Buy
+1,691,437
New +$47.7M 22.51% 1
2021
Q2 		$38.3M Buy
+1,644,811
New +$43.7M 19.43% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Baker Boyer National Bank's DFAC Position: Q2 2026 in Review

Baker Boyer National Bank increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.2% in Q2 2026, buying an estimated $2.46M and bringing the position to 1,867,814 shares worth $82.9M. The position accounts for 22.76% of the portfolio, ranked #1.

Baker Boyer National Bank first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Baker Boyer National Bank held 1,867,814 shares of Dimensional US Core Equity 2 ETF worth $82.9M as of Q2 2026.
  • Baker Boyer National Bank bought 57,471 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.46M.
  • Dimensional US Core Equity 2 ETF made up 22.76% of Baker Boyer National Bank's portfolio in Q2 2026, its #1 holding.
  • Baker Boyer National Bank first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.