BFG
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Berger Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Berger Financial Group’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 		$8.34M Buy
188,069
+1,226
+0.7% +$52.5K 0.43% 49
2026
Q1 		$7.26M Sell
186,843
-5,436
-3% -$219K 0.41% 49
2025
Q4 		$7.61M Buy
192,279
+5,832
+3% +$228K 0.44% 48
2025
Q3 		$7.19M Sell
186,447
-1,694
-0.9% -$63.2K 0.43% 49
2025
Q2 		$6.74M Buy
188,141
+3,676
+2% +$123K 0.44% 47
2025
Q1 		$6.09M Sell
184,465
-10,198
-5% -$354K 0.42% 56
2024
Q4 		$6.73M Buy
194,663
+188,734
+3,183% +$6.65M 0.46% 46
2024
Q3 		$203K Buy
+5,929
New +$196K 0.01% 380

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Berger Financial Group's DFAC Position: Q2 2026 in Review

Berger Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.66% in Q2 2026, buying an estimated $52.5K and bringing the position to 188,069 shares worth $8.34M. The position accounts for 0.43% of the portfolio, ranked #49.

Berger Financial Group first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 910 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Berger Financial Group held 188,069 shares of Dimensional US Core Equity 2 ETF worth $8.34M as of Q2 2026.
  • Berger Financial Group bought 1,226 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $52.5K.
  • Dimensional US Core Equity 2 ETF made up 0.43% of Berger Financial Group's portfolio in Q2 2026, its #49 holding.
  • Berger Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
  • 910 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.