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

BBR 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
Q1 		$378K Buy
9,734
+25
+0.3% +$1.01K 0.02% 179
2025
Q4 		$384K Buy
9,709
+22
+0.2% +$859 0.02% 185
2025
Q3 		$374K Buy
9,687
+27
+0.3% +$1.01K 0.02% 185
2025
Q2 		$346K Sell
9,660
-8,282
-46% -$276K 0.02% 172
2025
Q1 		$592K Buy
17,942
+24
+0.1% +$833 0.04% 123
2024
Q4 		$620K Buy
17,918
+27
+0.2% +$951 0.04% 125
2024
Q3 		$613K Buy
17,891
+27
+0.2% +$892 0.05% 117
2024
Q2 		$576K Buy
17,864
+28
+0.2% +$883 0.05% 106
2024
Q1 		$570K Buy
17,836
+8,331
+88% +$251K 0.05% 133
2023
Q4 		$278K Buy
9,505
+33
+0.3% +$893 0.03% 148
2023
Q3 		$248K Buy
9,472
+35
+0.4% +$955 0.03% 162
2023
Q2 		$256K Buy
9,437
+33
+0.4% +$851 0.03% 136
2023
Q1 		$240K Buy
9,404
+22
+0.2% +$557 0.03% 140
2022
Q4 		$228K Buy
9,382
+48
+0.5% +$1.17K 0.03% 157
2022
Q3 		$208K Buy
9,334
+36
+0.4% +$884 0.03% 153
2022
Q2 		$217K Buy
9,298
+34
+0.4% +$861 0.03% 192
2022
Q1 		$255K Sell
9,264
-77,228
-89% -$2.11M 0.02% 200
2021
Q4 		$2.51M Buy
86,492
+77,287
+840% +$2.18M 0.29% 42
2021
Q3 		$245K Buy
9,205
+25
+0.3% +$679 0.02% 194
2021
Q2 		$248K Buy
+9,180
New +$244K 0.02% 170

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

BBR Partners's DFAC Position: Q1 2026 in Review

BBR Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, buying an estimated $1.01K and bringing the position to 9,734 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #179.

BBR Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • BBR Partners held 9,734 shares of Dimensional US Core Equity 2 ETF worth $378K as of Q1 2026.
  • BBR Partners bought 25 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.01K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #179 holding.
  • BBR Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • BBR Partners's Dimensional US Core Equity 2 ETF position peaked at $2.51M in Q4 2021.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.