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Blue Trust Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Blue Trust Inc’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 		$1.05M Sell
26,959
-894
-3% -$36K 0.01% 281
2025
Q4 		$1.1M Buy
27,853
+2,013
+8% +$78.6K 0.01% 271
2025
Q3 		$997K Buy
25,840
+3,805
+17% +$142K 0.01% 300
2025
Q2 		$790K Sell
22,035
-422
-2% -$14.1K 0.01% 335
2025
Q1 		$741K Sell
22,457
-1,714
-7% -$59.5K 0.01% 313
2024
Q4 		$836K Sell
24,171
-209
-0.9% -$7.36K 0.01% 262
2024
Q3 		$786K Sell
24,380
-12,915
-35% -$427K 0.01% 325
2024
Q2 		$1.19M Sell
37,295
-9,380
-20% -$296K 0.02% 196
2024
Q1 		$1.49M Buy
46,675
+33,636
+258% +$1.02M 0.02% 138
2023
Q4 		$342K Buy
13,039
+216
+2% +$5.84K 0.01% 309
2023
Q3 		$348K Buy
12,823
+4,950
+63% +$135K 0.01% 317
2023
Q2 		$201K Buy
7,873
+3,236
+70% +$83.4K ﹤0.01% 362
2023
Q1 		$113K Hold
4,637
– – ﹤0.01% 728
2022
Q4 		$103K Hold
4,637
– – ﹤0.01% 653
2022
Q3 		$108K Hold
4,637
– – ﹤0.01% 506
2022
Q2 		$128K Buy
+4,637
New +$117K ﹤0.01% 427

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

Blue Trust Inc's DFAC Position: Q1 2026 in Review

Blue Trust Inc reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.2% in Q1 2026, selling an estimated $36K and leaving 26,959 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #281.

Blue Trust Inc first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Blue Trust Inc held 26,959 shares of Dimensional US Core Equity 2 ETF worth $1.05M as of Q1 2026.
  • Blue Trust Inc sold 894 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $36K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Blue Trust Inc's portfolio in Q1 2026, its #281 holding.
  • Blue Trust Inc first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Dimensional US Core Equity 2 ETF position peaked at $1.49M in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.