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Bogart Wealth LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bogart Wealth LLC’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 		$340 Buy
+8
New +$342 ﹤0.01% 1856

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Bogart Wealth LLC's DFAC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 8 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings.

1,212 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Dimensional US Core Equity 2 ETF worth $340 as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1856 holding.
  • 1,212 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.