BlueSky Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

BlueSky Wealth Advisors’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	$5.62M	Hold	126,647	–	–	0.65%	32
2026 Q1	$4.92M	Sell	126,647 -36,532	-22%	-$1.47M	0.63%	32
2025 Q4	$6.46M	Hold	163,179	–	–	0.85%	24
2025 Q3	$6.29M	Hold	163,179	–	–	0.85%	24
2025 Q2	$5.85M	Hold	163,179	–	–	0.85%	23
2025 Q1	$5.38M	Hold	163,179	–	–	0.83%	24
2024 Q4	$5.64M	Hold	163,179	–	–	0.88%	24
2024 Q3	$5.6M	Sell	163,179 -38	-0%	-$1.25K	0.87%	23
2024 Q2	$5.26M	Sell	163,217 -31	-0%	-$978	0.89%	24
2024 Q1	$5.22M	Hold	163,248	–	–	4.08%	7
2023 Q4	$4.77M	Hold	163,248	–	–	0.89%	23
2023 Q3	$4.28M	Hold	163,248	–	–	0.87%	21
2023 Q2	$4.43M	Hold	163,248	–	–	0.89%	21
2023 Q1	$4.16M	Hold	163,248	–	–	0.86%	23
2022 Q4	$3.96M	Sell	163,248 -4,483	-3%	-$109K	0.88%	23
2022 Q3	$3.73M	Buy	167,731 +4,483	+3%	+$110K	0.87%	24
2022 Q2	$3.8M	Sell	163,248 -1,952	-1%	-$49.4K	0.84%	25
2022 Q1	$4.56M	Hold	165,200	–	–	0.89%	24
2021 Q4	$4.79M	Sell	165,200 -13,814	-8%	-$390K	0.89%	19
2021 Q3	$4.76M	Sell	179,014 -5,185	-3%	-$141K	0.93%	17
2021 Q2	$4.97M	Buy	+184,199	New	+$4.89M	0.97%	16

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

BlueSky Wealth Advisors's DFAC Position: Q2 2026 in Review

BlueSky Wealth Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 126,647 shares worth $5.62M. The position accounts for 0.65% of the portfolio, ranked #32.

BlueSky Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.46M in Q4 2025. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

BlueSky Wealth Advisors held 126,647 shares of Dimensional US Core Equity 2 ETF worth $5.62M as of Q2 2026.
BlueSky Wealth Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.65% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #32 holding.
BlueSky Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
BlueSky Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $6.46M in Q4 2025.
626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.