Blue Chip Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Blue Chip Partners’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	$971K	Hold	24,994	–	–	0.07%	89
2025 Q4	$990K	Buy	24,994 +58	+0.2%	+$2.26K	0.07%	89
2025 Q3	$962K	Buy	24,936 +68	+0.3%	+$2.54K	0.07%	80
2025 Q2	$891K	Buy	24,868 +75	+0.3%	+$2.5K	0.07%	80
2025 Q1	$818K	Buy	24,793 +61	+0.2%	+$2.12K	0.07%	85
2024 Q4	$855K	Hold	24,732	–	–	0.07%	88
2024 Q3	$848K	Sell	24,732 -24,730	-50%	-$817K	0.07%	82
2024 Q2	$1.59M	Buy	49,462 +148	+0.3%	+$4.67K	0.15%	60
2024 Q1	$1.58M	Buy	49,314 +100	+0.2%	+$3.02K	0.15%	60
2023 Q4	$1.44M	Buy	49,214 +175	+0.4%	+$4.74K	0.15%	62
2023 Q3	$1.28M	Buy	49,039 +179	+0.4%	+$4.88K	0.15%	59
2023 Q2	$1.33M	Buy	48,860 +170	+0.3%	+$4.38K	0.15%	70
2023 Q1	$1.24M	Buy	48,690 +116	+0.2%	+$2.94K	0.15%	69
2022 Q4	$1.18M	Buy	48,574 +252	+0.5%	+$6.13K	0.15%	70
2022 Q3	$1.07M	Buy	48,322 +183	+0.4%	+$4.49K	0.15%	63
2022 Q2	$1.12M	Buy	48,139 +180	+0.4%	+$4.56K	0.14%	67
2022 Q1	$1.32M	Buy	47,959 +107	+0.2%	+$2.93K	0.16%	65
2021 Q4	$1.39M	Buy	47,852 +198	+0.4%	+$5.59K	0.17%	61
2021 Q3	$1.27M	Buy	47,654 +133	+0.3%	+$3.61K	0.18%	59
2021 Q2	$1.28M	Buy	+47,521	New	+$1.26M	0.18%	58

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

Blue Chip Partners's DFAC Position: Q1 2026 in Review

Blue Chip Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 24,994 shares worth $971K. The position accounts for 0.07% of the portfolio, ranked #89.

Blue Chip Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.59M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Blue Chip Partners held 24,994 shares of Dimensional US Core Equity 2 ETF worth $971K as of Q1 2026.
Blue Chip Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.07% of Blue Chip Partners's portfolio in Q1 2026, its #89 holding.
Blue Chip Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Blue Chip Partners's Dimensional US Core Equity 2 ETF position peaked at $1.59M in Q2 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.