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

BetterWealth’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 		$110M Buy
2,830,509
+29,424
+1% +$1.19M 21.58% 1
2025
Q4 		$111M Buy
2,801,085
+23,959
+0.9% +$935K 25.29% 1
2025
Q3 		$107M Sell
2,777,126
-38,979
-1% -$1.45M 25.5% 1
2025
Q2 		$101M Buy
2,816,105
+77,302
+3% +$2.58M 25.85% 1
2025
Q1 		$90.4M Sell
2,738,803
-109,547
-4% -$3.8M 25.35% 1
2024
Q4 		$98.5M Sell
2,848,350
-77,030
-3% -$2.71M 27.14% 1
2024
Q3 		$100M Buy
2,925,380
+35,964
+1% +$1.19M 29.64% 1
2024
Q2 		$93.2M Sell
2,889,416
-3,530
-0.1% -$111K 29.69% 1
2024
Q1 		$92.4M Sell
2,892,946
-16,443
-0.6% -$496K 30.11% 1
2023
Q4 		$85M Buy
2,909,389
+227,639
+8% +$6.16M 29.08% 1
2023
Q3 		$70.3M Sell
2,681,750
-36,057
-1% -$984K 28.29% 1
2023
Q2 		$73.8M Sell
2,717,807
-2,121
-0.1% -$54.7K 28.72% 1
2023
Q1 		$69.3M Buy
2,719,928
+43,546
+2% +$1.1M 28.05% 1
2022
Q4 		$65M Buy
2,676,382
+38,900
+1% +$946K 29.26% 1
2022
Q3 		$58.7M Buy
2,637,482
+75,792
+3% +$1.86M 30.18% 1
2022
Q2 		$59.7M Buy
+2,561,690
New +$64.9M 29.45% 1
2022
Q1 		– Sell
-1,136,822
Closed -$32.9M – 38
2021
Q4 		$32.9M Buy
+1,136,822
New +$32.1M 23.09% 1

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

BetterWealth's DFAC Position: Q1 2026 in Review

BetterWealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, buying an estimated $1.19M and bringing the position to 2,830,509 shares worth $110M. The position accounts for 21.58% of the portfolio, ranked #1.

BetterWealth first reported a position in DFAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $111M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • BetterWealth held 2,830,509 shares of Dimensional US Core Equity 2 ETF worth $110M as of Q1 2026.
  • BetterWealth bought 29,424 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.19M.
  • Dimensional US Core Equity 2 ETF made up 21.58% of BetterWealth's portfolio in Q1 2026, its #1 holding.
  • BetterWealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 17 quarters since.
  • BetterWealth's Dimensional US Core Equity 2 ETF position peaked at $111M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.