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C.M. Bidwell & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

C.M. Bidwell & Associates’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 		$3.71M Buy
95,597
+2,448
+3% +$98.6K 1.73% 14
2025
Q4 		$3.69M Buy
93,149
+929
+1% +$36.3K 1.74% 14
2025
Q3 		$3.56M Buy
92,220
+28
+0% +$1.04K 1.71% 13
2025
Q2 		$3.3M Sell
92,192
-4,556
-5% -$152K 1.71% 15
2025
Q1 		$3.19M Sell
96,748
-2,052
-2% -$71.2K 1.92% 14
2024
Q4 		$3.42M Sell
98,800
-5,059
-5% -$178K 2.08% 13
2024
Q3 		$3.56M Buy
103,859
+41
+0% +$1.35K 2.18% 13
2024
Q2 		$3.35M Buy
103,818
+6,248
+6% +$197K 2.24% 13
2024
Q1 		$3.12M Buy
97,570
+4,448
+5% +$134K 2.12% 13
2023
Q4 		$2.72M Buy
93,122
+9,983
+12% +$270K 2.02% 14
2023
Q3 		$2.18M Buy
83,139
+993
+1% +$27.1K 1.66% 15
2023
Q2 		$2.23M Buy
82,146
+585
+0.7% +$15.1K 1.63% 15
2023
Q1 		$2.08M Buy
81,561
+2,267
+3% +$57.4K 1.58% 14
2022
Q4 		$1.93M Buy
79,294
+2,230
+3% +$54.2K 1.52% 15
2022
Q3 		$1.71M Buy
77,064
+539
+0.7% +$13.2K 1.42% 15
2022
Q2 		$1.78M Buy
76,525
+7,136
+10% +$181K 1.41% 17
2022
Q1 		$1.91M Buy
69,389
+22,257
+47% +$609K 1.25% 19
2021
Q4 		$1.36M Buy
47,132
+15,438
+49% +$436K 0.84% 26
2021
Q3 		$842K Buy
31,694
+1,290
+4% +$35K 0.56% 32
2021
Q2 		$820K Buy
+30,404
New +$808K 0.54% 31

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 $7.79B AUM 20.38% 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

C.M. Bidwell & Associates's DFAC Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q1 2026, buying an estimated $98.6K and bringing the position to 95,597 shares worth $3.71M. The position accounts for 1.73% of the portfolio, ranked #14.

C.M. Bidwell & Associates first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • C.M. Bidwell & Associates held 95,597 shares of Dimensional US Core Equity 2 ETF worth $3.71M as of Q1 2026.
  • C.M. Bidwell & Associates bought 2,448 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $98.6K.
  • Dimensional US Core Equity 2 ETF made up 1.73% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #14 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.