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Capital Advisors Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Capital Advisors Inc’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 		$674K Sell
17,340
-569
-3% -$22.9K 0.01% 193
2025
Q4 		$709K Hold
17,909
– – 0.01% 181
2025
Q3 		$691K Hold
17,909
– – 0.01% 180
2025
Q2 		$642K Sell
17,909
-588
-3% -$19.6K 0.01% 183
2025
Q1 		$610K Sell
18,497
-1,539
-8% -$53.4K 0.01% 178
2024
Q4 		$693K Sell
20,036
-10,680
-35% -$376K 0.01% 169
2024
Q3 		$1.05M Hold
30,716
– – 0.02% 139
2024
Q2 		$990K Buy
30,716
+16,108
+110% +$508K 0.02% 147
2024
Q1 		$467K Hold
14,608
– – 0.01% 202
2023
Q4 		$427K Hold
14,608
– – 0.01% 206
2023
Q3 		$383K Hold
14,608
– – 0.01% 189
2023
Q2 		$397K Hold
14,608
– – 0.01% 189
2023
Q1 		$372K Buy
14,608
+2,215
+18% +$56.1K 0.01% 189
2022
Q4 		$301K Hold
12,393
– – 0.01% 211
2022
Q3 		$280K Sell
12,393
-8,535
-41% -$210K 0.01% 203
2022
Q2 		$488K Sell
20,928
-3,329
-14% -$84.3K 0.01% 168
2022
Q1 		$669K Hold
24,257
– – 0.02% 155
2021
Q4 		$703K Hold
24,257
– – 0.02% 146
2021
Q3 		$645K Sell
24,257
-4,283
-15% -$116K 0.02% 146
2021
Q2 		$770K Buy
+28,540
New +$758K 0.02% 134

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

Capital Advisors Inc's DFAC Position: Q1 2026 in Review

Capital Advisors Inc reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.2% in Q1 2026, selling an estimated $22.9K and leaving 17,340 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #193.

Capital Advisors Inc first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Capital Advisors Inc held 17,340 shares of Dimensional US Core Equity 2 ETF worth $674K as of Q1 2026.
  • Capital Advisors Inc sold 569 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $22.9K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #193 holding.
  • Capital Advisors Inc first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Capital Advisors Inc's Dimensional US Core Equity 2 ETF position peaked at $1.05M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.