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Burney Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Burney Company’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 		$260K Sell
5,867
-18
-0.3% -$770 0.01% 553
2026
Q1 		$229K Buy
+5,885
New +$237K 0.01% 548

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FFM
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Focus Partners Wealth
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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

Burney Company's DFAC Position: Q2 2026 in Review

Burney Company reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.31% in Q2 2026, selling an estimated $770 and leaving 5,867 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #553.

Burney Company first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Burney Company held 5,867 shares of Dimensional US Core Equity 2 ETF worth $260K as of Q2 2026.
  • Burney Company sold 18 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $770.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #553 holding.
  • Burney Company first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.