CIA
DFAC icon

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

Capital Investment 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
Q1 		$678K Buy
17,448
+6,144
+54% +$248K 0.01% 422
2025
Q4 		$448K Hold
11,304
– – 0.01% 500
2025
Q3 		$436K Hold
11,304
– – 0.01% 497
2025
Q2 		$405K Buy
11,304
+301
+3% +$10K 0.01% 494
2025
Q1 		$363K Buy
+11,003
New +$382K 0.01% 497

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 Investment Advisors's DFAC Position: Q1 2026 in Review

Capital Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 54% in Q1 2026, buying an estimated $248K and bringing the position to 17,448 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #422.

Capital Investment Advisors first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Capital Investment Advisors held 17,448 shares of Dimensional US Core Equity 2 ETF worth $678K as of Q1 2026.
  • Capital Investment Advisors bought 6,144 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $248K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #422 holding.
  • Capital Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.