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Balance Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Balance Wealth’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 		$429K Sell
9,661
-98,943
-91% -$4.23M 0.11% 103
2026
Q1 		$4.22M Sell
108,604
-1,314
-1% -$52.9K 1.31% 17
2025
Q4 		$4.35M Sell
109,918
-1,856
-2% -$72.4K 1.4% 13
2025
Q3 		$4.31M Sell
111,774
-5,960
-5% -$222K 1.06% 15
2025
Q2 		$4.22M Sell
117,734
-24,138
-17% -$805K 2.47% 8
2025
Q1 		$4.68M Buy
+141,872
New +$4.92M 3.04% 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

Balance Wealth's DFAC Position: Q2 2026 in Review

Balance Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 91% in Q2 2026, selling an estimated $4.23M and leaving 9,661 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #103.

Balance Wealth first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.68M in Q1 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Balance Wealth held 9,661 shares of Dimensional US Core Equity 2 ETF worth $429K as of Q2 2026.
  • Balance Wealth sold 98,943 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.23M.
  • Dimensional US Core Equity 2 ETF made up 0.11% of Balance Wealth's portfolio in Q2 2026, its #103 holding.
  • Balance Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Dimensional US Core Equity 2 ETF position peaked at $4.68M in Q1 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.