Belpointe Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Belpointe Asset Management’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	$747K	Sell	19,233 -9,225	-32%	-$372K	0.03%	561
2025 Q4	$1.13M	Buy	28,458 +22,856	+408%	+$892K	0.04%	379
2025 Q3	$216K	Sell	5,602 -1,527	-21%	-$57K	0.01%	903
2025 Q2	$256K	Sell	7,129 -198	-3%	-$6.61K	0.01%	806
2025 Q1	$242K	Buy	+7,327	New	+$254K	0.01%	790
2024 Q4	–	Sell	-399	Closed	-$13.7K	–	878
2024 Q3	$13.7K	Buy	399 +1	+0.3%	+$33	﹤0.01%	869
2024 Q2	$12.8K	Buy	+398	New	+$12.6K	﹤0.01%	789
2023 Q4	–	Sell	-8,466	Closed	-$222K	–	714
2023 Q3	$222K	Hold	8,466	–	–	0.02%	568
2023 Q2	$230K	Sell	8,466 -110,586	-93%	-$2.85M	0.02%	532
2023 Q1	$3.03M	Sell	119,052 -3,314	-3%	-$84K	0.16%	120
2022 Q4	$2.97M	Sell	122,366 -1,183	-1%	-$28.8K	0.18%	106
2022 Q3	$2.75M	Sell	123,549 -94	-0.1%	-$2.31K	0.19%	106
2022 Q2	$2.88M	Buy	123,643 +75,268	+156%	+$1.91M	0.19%	108
2022 Q1	$1.33M	Buy	48,375 +11,634	+32%	+$319K	0.08%	262
2021 Q4	$1.06M	Buy	36,741 +4,850	+15%	+$137K	0.07%	299
2021 Q3	$847K	Buy	31,891 +5,464	+21%	+$148K	0.06%	350
2021 Q2	$713K	Buy	+26,427	New	+$702K	0.05%	382

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

Belpointe Asset Management's DFAC Position: Q1 2026 in Review

Belpointe Asset Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 32% in Q1 2026, selling an estimated $372K and leaving 19,233 shares worth $747K. The position accounts for 0.03% of the portfolio, ranked #561.

Belpointe Asset Management first reported a position in DFAC in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.03M in Q1 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Belpointe Asset Management held 19,233 shares of Dimensional US Core Equity 2 ETF worth $747K as of Q1 2026.
Belpointe Asset Management sold 9,225 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $372K.
Dimensional US Core Equity 2 ETF made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #561 holding.
Belpointe Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 17 quarters since.
Belpointe Asset Management's Dimensional US Core Equity 2 ETF position peaked at $3.03M in Q1 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.