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

Balboa Wealth Partners’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 		$674K Buy
15,199
+1
+0% +$43 0.09% 181
2026
Q1 		$591K Buy
15,198
+99
+0.7% +$3.99K 0.1% 172
2025
Q4 		$598K Sell
15,099
-16
-0.1% -$624 0.1% 164
2025
Q3 		$583K Hold
15,115
– – 0.1% 165
2025
Q2 		$542K Sell
15,115
-463
-3% -$15.4K 0.11% 150
2025
Q1 		$514K Sell
15,578
-263
-2% -$9.13K 0.12% 130
2024
Q4 		$548K Sell
15,841
-531
-3% -$18.7K 0.13% 137
2024
Q3 		$561K Sell
16,372
-16
-0.1% -$528 0.14% 126
2024
Q2 		$528K Hold
16,388
– – 0.14% 130
2024
Q1 		$524K Hold
16,388
– – 0.15% 117
2023
Q4 		$479K Hold
16,388
– – 0.16% 118
2023
Q3 		$429K Buy
16,388
+3,999
+32% +$109K 0.16% 114
2023
Q2 		$336K Hold
12,389
– – 0.12% 147
2023
Q1 		$316K Hold
12,389
– – 0.12% 153
2022
Q4 		$301K Sell
12,389
-1,347
-10% -$32.8K 0.14% 153
2022
Q3 		$305K Buy
+13,736
New +$337K 0.13% 134

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

Balboa Wealth Partners's DFAC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q2 2026, buying an estimated $43 and bringing the position to 15,199 shares worth $674K. The position accounts for 0.09% of the portfolio, ranked #181.

Balboa Wealth Partners first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Balboa Wealth Partners held 15,199 shares of Dimensional US Core Equity 2 ETF worth $674K as of Q2 2026.
  • Balboa Wealth Partners bought 1 Dimensional US Core Equity 2 ETF share in Q2 2026, an estimated $43.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Balboa Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.