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Beckerman Institutional’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beckerman Institutional’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 		$5.06M Buy
130,220
+1,891
+1% +$76.2K 2.69% 8
2025
Q4 		$5.08M Buy
128,329
+4,333
+3% +$169K 2.85% 7
2025
Q3 		$4.78M Buy
123,996
+5,007
+4% +$187K 2.82% 8
2025
Q2 		$4.26M Buy
118,989
+11,149
+10% +$372K 2.83% 6
2025
Q1 		$3.56M Sell
107,840
-149
-0.1% -$5.17K 2.58% 7
2024
Q4 		$3.73M Buy
107,989
+7,185
+7% +$253K 2.99% 7
2024
Q3 		$3.46M Buy
+100,804
New +$3.33M 2.91% 7

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

Beckerman Institutional's DFAC Position: Q1 2026 in Review

Beckerman Institutional increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q1 2026, buying an estimated $76.2K and bringing the position to 130,220 shares worth $5.06M. The position accounts for 2.69% of the portfolio, ranked #8.

Beckerman Institutional first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Beckerman Institutional held 130,220 shares of Dimensional US Core Equity 2 ETF worth $5.06M as of Q1 2026.
  • Beckerman Institutional bought 1,891 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $76.2K.
  • Dimensional US Core Equity 2 ETF made up 2.69% of Beckerman Institutional's portfolio in Q1 2026, its #8 holding.
  • Beckerman Institutional first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Dimensional US Core Equity 2 ETF position peaked at $5.08M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.