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Boyce & Associates Wealth Consulting’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.08M Buy
27,670
+4,626
+20% +$186K 0.81% 30
2025
Q4 		$912K Buy
23,044
+2,486
+12% +$97K 0.76% 28
2025
Q3 		$793K Sell
20,558
-109
-0.5% -$4.07K 0.65% 31
2025
Q2 		$741K Sell
20,667
-258
-1% -$8.61K 0.68% 31
2025
Q1 		$690K Sell
20,925
-1,467
-7% -$50.9K 0.69% 30
2024
Q4 		$775K Buy
22,392
+151
+0.7% +$5.32K 0.78% 29
2024
Q3 		$763K Buy
22,241
+105
+0.5% +$3.47K 0.79% 27
2024
Q2 		$714K Buy
22,136
+598
+3% +$18.9K 0.84% 26
2024
Q1 		$688K Buy
21,538
+1,639
+8% +$49.5K 0.89% 21
2023
Q4 		$582K Buy
19,899
+5,807
+41% +$157K 0.85% 22
2023
Q3 		$369K Buy
+14,092
New +$385K 0.62% 29

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

Boyce & Associates Wealth Consulting's DFAC Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 20% in Q1 2026, buying an estimated $186K and bringing the position to 27,670 shares worth $1.08M. The position accounts for 0.81% of the portfolio, ranked #30.

Boyce & Associates Wealth Consulting first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Boyce & Associates Wealth Consulting held 27,670 shares of Dimensional US Core Equity 2 ETF worth $1.08M as of Q1 2026.
  • Boyce & Associates Wealth Consulting bought 4,626 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $186K.
  • Dimensional US Core Equity 2 ETF made up 0.81% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #30 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.