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Caliber Wealth Management (Kansas)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.92M Sell
49,438
-142
-0.3% -$5.72K 0.21% 91
2025
Q4 		$1.96M Buy
49,580
+8
+0% +$312 0.21% 94
2025
Q3 		$1.91M Sell
49,572
-267
-0.5% -$9.96K 0.21% 91
2025
Q2 		$1.79M Sell
49,839
-2,117
-4% -$70.6K 0.19% 104
2025
Q1 		$1.71M Buy
+51,956
New +$1.8M 0.23% 98

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 $7.07B AUM 18.05% 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

Caliber Wealth Management (Kansas)'s DFAC Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.29% in Q1 2026, selling an estimated $5.72K and leaving 49,438 shares worth $1.92M. The position accounts for 0.21% of the portfolio, ranked #91.

Caliber Wealth Management (Kansas) first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 49,438 shares of Dimensional US Core Equity 2 ETF worth $1.92M as of Q1 2026.
  • Caliber Wealth Management (Kansas) sold 142 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $5.72K.
  • Dimensional US Core Equity 2 ETF made up 0.21% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #91 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Dimensional US Core Equity 2 ETF position peaked at $1.96M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.