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Calton & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Calton & 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 		$1.13M Buy
29,110
+12,836
+79% +$517K 0.16% 122
2025
Q4 		$644K Buy
+16,274
New +$635K 0.09% 204
2025
Q2 		– Sell
-6,905
Closed -$228K – 396
2025
Q1 		$228K Buy
+6,905
New +$240K 0.05% 290

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

Calton & Associates's DFAC Position: Q1 2026 in Review

Calton & Associates increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 79% in Q1 2026, buying an estimated $517K and bringing the position to 29,110 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #122.

Calton & Associates first reported a position in DFAC in Q1 2025 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Calton & Associates held 29,110 shares of Dimensional US Core Equity 2 ETF worth $1.13M as of Q1 2026.
  • Calton & Associates bought 12,836 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $517K.
  • Dimensional US Core Equity 2 ETF made up 0.16% of Calton & Associates's portfolio in Q1 2026, its #122 holding.
  • Calton & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.