BWM
DFAC icon

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

Bullock 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 		$122K Buy
+2,764
New +$118K 0.05% 207
2024
Q2 		– Sell
-207
Closed -$6.59K – 577
2024
Q1 		$6.59K Buy
+207
New +$6.25K ﹤0.01% 393

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 22.9% 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

Bullock Wealth Management's DFAC Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 2,764 shares worth $122K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings. This is a return to the name: Bullock Wealth Management previously reported a position in DFAC as recently as Q1 2024.

Bullock Wealth Management first reported a position in DFAC in Q1 2024 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Bullock Wealth Management held 2,764 shares of Dimensional US Core Equity 2 ETF worth $122K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Bullock Wealth Management position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Bullock Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Bullock Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.