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Bannerman Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bannerman Wealth Management 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
Q2 		$55.2M Buy
1,243,763
+35,448
+3% +$1.52M 32.19% 1
2026
Q1 		$47M Buy
1,208,315
+85,075
+8% +$3.43M 31.64% 1
2025
Q4 		$44.5M Buy
1,123,240
+4,300
+0.4% +$168K 31.53% 1
2025
Q3 		$43.2M Sell
1,118,940
-41,928
-4% -$1.56M 31.8% 1
2025
Q2 		$41.6M Sell
1,160,868
-33,909
-3% -$1.13M 31.92% 1
2025
Q1 		$39.4M Buy
1,194,777
+10,039
+0.8% +$348K 32.19% 1
2024
Q4 		$41M Buy
+1,184,738
New +$41.7M 33.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bannerman Wealth Management Group's DFAC Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, buying an estimated $1.52M and bringing the position to 1,243,763 shares worth $55.2M. The position accounts for 32.19% of the portfolio, ranked #1.

Bannerman Wealth Management Group first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 653 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Bannerman Wealth Management Group held 1,243,763 shares of Dimensional US Core Equity 2 ETF worth $55.2M as of Q2 2026.
  • Bannerman Wealth Management Group bought 35,448 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.52M.
  • Dimensional US Core Equity 2 ETF made up 32.19% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #1 holding.
  • Bannerman Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 653 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.