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Black Diamond Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Black Diamond Financial’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 		$240K Hold
6,175
– – 0.03% 162
2025
Q4 		$244K Hold
6,175
– – 0.03% 159
2025
Q3 		$238K Buy
+6,175
New +$230K 0.03% 144
2025
Q2 		– Sell
-6,175
Closed -$204K – 148
2025
Q1 		$204K Hold
6,175
– – 0.03% 142
2024
Q4 		$214K Hold
6,175
– – 0.03% 136
2024
Q3 		$212K Buy
+6,175
New +$204K 0.04% 134

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

Black Diamond Financial's DFAC Position: Q1 2026 in Review

Black Diamond Financial held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 6,175 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #162.

Black Diamond Financial first reported a position in DFAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Black Diamond Financial held 6,175 shares of Dimensional US Core Equity 2 ETF worth $240K as of Q1 2026.
  • Black Diamond Financial left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Black Diamond Financial's portfolio in Q1 2026, its #162 holding.
  • Black Diamond Financial first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 6 quarters since.
  • Black Diamond Financial's Dimensional US Core Equity 2 ETF position peaked at $244K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.