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Berman McAleer’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Berman McAleer’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 		$411K Hold
9,260
– – 0.05% 116
2026
Q1 		$360K Hold
9,260
– – 0.05% 113
2025
Q4 		$367K Hold
9,260
– – 0.05% 111
2025
Q3 		$357K Buy
+9,260
New +$346K 0.05% 112

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Berman McAleer's DFAC Position: Q2 2026 in Review

Berman McAleer held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,260 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #116.

Berman McAleer first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Berman McAleer held 9,260 shares of Dimensional US Core Equity 2 ETF worth $411K as of Q2 2026.
  • Berman McAleer left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #116 holding.
  • Berman McAleer first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.