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Bridge Generations Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bridge Generations Wealth Management’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 		$34.3M Sell
772,256
-5,155
-0.7% -$221K 17.46% 1
2026
Q1 		$30.2M Buy
777,411
+18,796
+2% +$757K 17.32% 1
2025
Q4 		$30M Sell
758,615
-5,081
-0.7% -$198K 18.59% 1
2025
Q3 		$29.5M Sell
763,696
-206,352
-21% -$7.7M 19.56% 1
2025
Q2 		$34.8M Sell
970,048
-72,530
-7% -$2.42M 21.08% 1
2025
Q1 		$34.4M Buy
1,042,578
+11,683
+1% +$406K 21.6% 1
2024
Q4 		$35.7M Buy
+1,030,895
New +$36.3M 23.55% 1

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

Bridge Generations Wealth Management's DFAC Position: Q2 2026 in Review

Bridge Generations Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.66% in Q2 2026, selling an estimated $221K and leaving 772,256 shares worth $34.3M. The position accounts for 17.46% of the portfolio, ranked #1.

Bridge Generations Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.7M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Bridge Generations Wealth Management held 772,256 shares of Dimensional US Core Equity 2 ETF worth $34.3M as of Q2 2026.
  • Bridge Generations Wealth Management sold 5,155 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $221K.
  • Dimensional US Core Equity 2 ETF made up 17.46% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Bridge Generations Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $35.7M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.