Bell Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bell Investment 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	$513K	Hold	13,196	–	–	0.08%	74
2025 Q4	$522K	Sell	13,196 -2,580	-16%	-$101K	0.08%	75
2025 Q3	$608K	Hold	15,776	–	–	0.1%	69
2025 Q2	$565K	Hold	15,776	–	–	0.1%	68
2025 Q1	$520K	Hold	15,776	–	–	0.1%	64
2024 Q4	$546K	Hold	15,776	–	–	0.1%	64
2024 Q3	$541K	Hold	15,776	–	–	0.1%	64
2024 Q2	$509K	Hold	15,776	–	–	0.1%	64
2024 Q1	$504K	Hold	15,776	–	–	0.1%	65
2023 Q4	$461K	Hold	15,776	–	–	0.09%	64
2023 Q3	$413K	Hold	15,776	–	–	0.09%	65
2023 Q2	$428K	Hold	15,776	–	–	0.1%	59
2023 Q1	$402K	Hold	15,776	–	–	0.09%	60
2022 Q4	$383K	Hold	15,776	–	–	0.1%	61
2022 Q3	$351K	Hold	15,776	–	–	0.11%	53
2022 Q2	$368K	Buy	+15,776	New	+$399K	0.11%	51
2021 Q4	$457K	Hold	15,776	–	–	0.13%	54
2021 Q3	$419K	Buy	+15,776	New	+$429K	0.12%	53

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bell Investment Advisors's DFAC Position: Q1 2026 in Review

Bell Investment Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 13,196 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #74.

Bell Investment Advisors first reported a position in DFAC in Q3 2021 and has held it in 18 quarters since. The position peaked at $608K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Bell Investment Advisors held 13,196 shares of Dimensional US Core Equity 2 ETF worth $513K as of Q1 2026.
Bell Investment Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.08% of Bell Investment Advisors's portfolio in Q1 2026, its #74 holding.
Bell Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $608K in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.