Boston Trust Walden’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Boston Trust Walden’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	$745K	Sell	19,164 -2,373	-11%	-$95.6K	0.01%	308
2025 Q4	$853K	Hold	21,537	–	–	0.01%	291
2025 Q3	$831K	Hold	21,537	–	–	0.01%	292
2025 Q2	$772K	Hold	21,537	–	–	0.01%	295
2025 Q1	$711K	Hold	21,537	–	–	0.01%	299
2024 Q4	$745K	Hold	21,537	–	–	0.01%	296
2024 Q3	$739K	Hold	21,537	–	–	0.01%	298
2024 Q2	$694K	Hold	21,537	–	–	0.01%	296
2024 Q1	$688K	Hold	21,537	–	–	﹤0.01%	303
2023 Q4	$630K	Hold	21,537	–	–	﹤0.01%	306
2023 Q3	$564K	Hold	21,537	–	–	﹤0.01%	305
2023 Q2	$585K	Hold	21,537	–	–	﹤0.01%	304
2023 Q1	$549K	Hold	21,537	–	–	﹤0.01%	306
2022 Q4	$523K	Hold	21,537	–	–	﹤0.01%	307
2022 Q3	$479K	Hold	21,537	–	–	﹤0.01%	303
2022 Q2	$502K	Hold	21,537	–	–	﹤0.01%	306
2022 Q1	$594K	Hold	21,537	–	–	﹤0.01%	306
2021 Q4	$624K	Hold	21,537	–	–	0.01%	312
2021 Q3	$572K	Sell	21,537 -1,400	-6%	-$38K	0.01%	314
2021 Q2	$619K	Buy	+22,937	New	+$610K	0.01%	315

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

Boston Trust Walden's DFAC Position: Q1 2026 in Review

Boston Trust Walden reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 11% in Q1 2026, selling an estimated $95.6K and leaving 19,164 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #308.

Boston Trust Walden first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $853K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Boston Trust Walden held 19,164 shares of Dimensional US Core Equity 2 ETF worth $745K as of Q1 2026.
Boston Trust Walden sold 2,373 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $95.6K.
Dimensional US Core Equity 2 ETF made up 0.01% of Boston Trust Walden's portfolio in Q1 2026, its #308 holding.
Boston Trust Walden first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Boston Trust Walden's Dimensional US Core Equity 2 ETF position peaked at $853K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.