Baring Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baring Financial’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	$602K	Sell	13,570 -2,127	-14%	-$91K	0.33%	48
2026 Q1	$610K	Sell	15,697 -571	-4%	-$23K	0.37%	46
2025 Q4	$644K	Sell	16,268 -136,008	-89%	-$5.31M	0.39%	45
2025 Q3	$5.87M	Buy	152,276 +5,428	+4%	+$203K	4%	7
2025 Q2	$5.26M	Buy	146,848 +6,265	+4%	+$209K	3.93%	7
2025 Q1	$4.64M	Buy	140,583 +22,321	+19%	+$775K	3.89%	7
2024 Q4	$4.09M	Buy	+118,262	New	+$4.16M	3.65%	8

Other funds holding DFAC

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Baring Financial's DFAC Position: Q2 2026 in Review

Baring Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q2 2026, selling an estimated $91K and leaving 13,570 shares worth $602K. The position accounts for 0.33% of the portfolio, ranked #48.

Baring Financial first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87M in Q3 2025. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Baring Financial held 13,570 shares of Dimensional US Core Equity 2 ETF worth $602K as of Q2 2026.
Baring Financial sold 2,127 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $91K.
Dimensional US Core Equity 2 ETF made up 0.33% of Baring Financial's portfolio in Q2 2026, its #48 holding.
Baring Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Baring Financial's Dimensional US Core Equity 2 ETF position peaked at $5.87M in Q3 2025.
311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.