BPA
DFAC icon

Beacon Pointe Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beacon Pointe 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
Q1 		$229M Sell
5,901,121
-74,806
-1% -$3.01M 1.21% 10
2025
Q4 		$237M Buy
5,975,927
+355,581
+6% +$13.9M 1.66% 8
2025
Q3 		$217M Buy
5,620,346
+4,520,854
+411% +$169M 1.84% 8
2025
Q2 		$39.4M Sell
1,099,492
-151,401
-12% -$5.05M 0.41% 46
2025
Q1 		$41.3M Sell
1,250,893
-19,135
-2% -$664K 0.46% 42
2024
Q4 		$43.9M Sell
1,270,028
-177,260
-12% -$6.24M 0.49% 41
2024
Q3 		$49.6M Buy
1,447,288
+70,907
+5% +$2.34M 0.57% 38
2024
Q2 		$44.4M Sell
1,376,381
-70,549
-5% -$2.22M 0.52% 40
2024
Q1 		$46.2M Sell
1,446,930
-3,943
-0.3% -$119K 0.51% 39
2023
Q4 		$42.4M Buy
1,450,873
+201,114
+16% +$5.44M 0.51% 39
2023
Q3 		$32.7M Buy
1,249,759
+49,730
+4% +$1.36M 0.41% 50
2023
Q2 		$32.6M Sell
1,200,029
-224,295
-16% -$5.78M 0.53% 40
2023
Q1 		$36.3M Buy
1,424,324
+76,691
+6% +$1.94M 0.62% 31
2022
Q4 		$32.7M Buy
1,347,633
+71,431
+6% +$1.74M 0.63% 30
2022
Q3 		$28.4M Sell
1,276,202
-85,142
-6% -$2.09M 0.64% 31
2022
Q2 		$31.7M Buy
1,361,344
+59,581
+5% +$1.51M 0.67% 28
2022
Q1 		$35.9M Buy
1,301,763
+1,265,859
+3,526% +$34.7M 0.49% 42
2021
Q4 		$1.04M Sell
35,904
-1,742
-5% -$49.2K 0.03% 376
2021
Q3 		$1M Buy
37,646
+10,914
+41% +$297K 0.02% 409
2021
Q2 		$721K Buy
+26,732
New +$710K 0.03% 391

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

Beacon Pointe Advisors's DFAC Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q1 2026, selling an estimated $3.01M and leaving 5,901,121 shares worth $229M. The position accounts for 1.21% of the portfolio, ranked #10.

Beacon Pointe Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $237M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Beacon Pointe Advisors held 5,901,121 shares of Dimensional US Core Equity 2 ETF worth $229M as of Q1 2026.
  • Beacon Pointe Advisors sold 74,806 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.01M.
  • Dimensional US Core Equity 2 ETF made up 1.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #10 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Dimensional US Core Equity 2 ETF position peaked at $237M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.