CFA
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Cahill Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cahill Financial Advisors’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 		$50.9M Buy
1,147,238
+43,743
+4% +$1.87M 4.89% 3
2026
Q1 		$42.9M Buy
1,103,495
+71,015
+7% +$2.86M 4.64% 4
2025
Q4 		$40.9M Buy
1,032,480
+221,248
+27% +$8.64M 4.47% 5
2025
Q3 		$31.3M Buy
811,232
+85,311
+12% +$3.18M 3.56% 5
2025
Q2 		$26M Buy
725,921
+61,382
+9% +$2.05M 3.23% 7
2025
Q1 		$21.9M Buy
664,539
+25,787
+4% +$895K 2.98% 7
2024
Q4 		$22.1M Sell
638,752
-46,836
-7% -$1.65M 2.99% 8
2024
Q3 		$23.5M Buy
685,588
+33,455
+5% +$1.11M 3.22% 7
2024
Q2 		$21M Buy
652,133
+17,716
+3% +$559K 2.88% 8
2024
Q1 		$20.3M Buy
634,417
+59,846
+10% +$1.81M 2.76% 8
2023
Q4 		$16.8M Buy
574,571
+51,803
+10% +$1.4M 2.48% 10
2023
Q3 		$13.7M Buy
522,768
+14,360
+3% +$392K 2.28% 12
2023
Q2 		$13.8M Buy
508,408
+33,876
+7% +$873K 2.23% 13
2023
Q1 		$12.1M Buy
474,532
+15,706
+3% +$398K 2.15% 13
2022
Q4 		$11.1M Buy
458,826
+47,863
+12% +$1.16M 2.14% 14
2022
Q3 		$9.14M Sell
410,963
-11,294
-3% -$277K 1.93% 14
2022
Q2 		$9.84M Buy
422,257
+34,704
+9% +$879K 2.09% 12
2022
Q1 		$10.7M Buy
387,553
+29,871
+8% +$818K 2.01% 14
2021
Q4 		$10.4M Buy
357,682
+68,485
+24% +$1.93M 2% 12
2021
Q3 		$7.68M Buy
289,197
+14,562
+5% +$396K 1.57% 14
2021
Q2 		$7.41M Buy
+274,635
New +$7.3M 1.67% 14

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Cahill Financial Advisors's DFAC Position: Q2 2026 in Review

Cahill Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4% in Q2 2026, buying an estimated $1.87M and bringing the position to 1,147,238 shares worth $50.9M. The position accounts for 4.89% of the portfolio, ranked #3.

Cahill Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 999 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Cahill Financial Advisors held 1,147,238 shares of Dimensional US Core Equity 2 ETF worth $50.9M as of Q2 2026.
  • Cahill Financial Advisors bought 43,743 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.87M.
  • Dimensional US Core Equity 2 ETF made up 4.89% of Cahill Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Cahill Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 999 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.