BWA
DFAC icon

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

BCU Wealth Advisors’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 		$135M Sell
3,033,037
-25,536
-0.8% -$1.09M 44.69% 1
2026
Q1 		$119M Buy
3,058,573
+152,857
+5% +$6.16M 44.31% 1
2025
Q4 		$115M Buy
2,905,716
+86,318
+3% +$3.37M 44.02% 1
2025
Q3 		$109M Buy
2,819,398
+117,153
+4% +$4.37M 43.99% 1
2025
Q2 		$96.8M Buy
2,702,245
+154,993
+6% +$5.17M 43.49% 1
2025
Q1 		$84M Buy
2,547,252
+379,735
+18% +$13.2M 43.71% 1
2024
Q4 		$75M Buy
2,167,517
+25,317
+1% +$892K 42.83% 1
2024
Q3 		$73.5M Buy
2,142,200
+341,844
+19% +$11.3M 43.79% 1
2024
Q2 		$58M Buy
1,800,356
+242,341
+16% +$7.64M 42.86% 1
2024
Q1 		$49.8M Buy
1,558,015
+302,279
+24% +$9.13M 42.27% 1
2023
Q4 		$36.7M Buy
+1,255,736
New +$34M 39.85% 1

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

BCU Wealth Advisors's DFAC Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.83% in Q2 2026, selling an estimated $1.09M and leaving 3,033,037 shares worth $135M. The position accounts for 44.69% of the portfolio, ranked #1.

BCU Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • BCU Wealth Advisors held 3,033,037 shares of Dimensional US Core Equity 2 ETF worth $135M as of Q2 2026.
  • BCU Wealth Advisors sold 25,536 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.09M.
  • Dimensional US Core Equity 2 ETF made up 44.69% of BCU Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • BCU Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.