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

Capital Investment Advisory Services’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 		$12K Buy
310
+1
+0.3% +$40 ﹤0.01% 1046
2025
Q4 		$12.3K Hold
309
– – ﹤0.01% 1000
2025
Q3 		$11.9K Sell
309
-8
-3% -$299 ﹤0.01% 952
2025
Q2 		$11.3K Sell
317
-1,499
-83% -$50K ﹤0.01% 931
2025
Q1 		$59.9K Buy
1,816
+159
+10% +$5.52K 0.01% 686
2024
Q4 		$57.3K Sell
1,657
-299
-15% -$10.5K 0.01% 640
2024
Q3 		$67.1K Buy
1,956
+80
+4% +$2.64K 0.01% 640
2024
Q2 		$60.5K Sell
1,876
-44
-2% -$1.39K 0.01% 637
2024
Q1 		$61.4K Hold
1,920
– – 0.01% 632
2023
Q4 		$56.1K Sell
1,920
-780
-29% -$21.1K 0.01% 654
2023
Q3 		$70.7K Buy
2,700
+400
+17% +$10.9K 0.01% 593
2023
Q2 		$62.4K Hold
2,300
– – 0.01% 585
2023
Q1 		$58.6K Buy
2,300
+50
+2% +$1.27K 0.01% 583
2022
Q4 		$54.6K Buy
2,250
+530
+31% +$12.9K 0.01% 608
2022
Q3 		$38K Hold
1,720
– – ﹤0.01% 593
2022
Q2 		$40K Hold
1,720
– – ﹤0.01% 614
2022
Q1 		$47K Hold
1,720
– – 0.01% 628
2021
Q4 		$50K Hold
1,720
– – 0.01% 601
2021
Q3 		$46K Buy
1,720
+702
+69% +$19.1K 0.01% 576
2021
Q2 		$27K Buy
+1,018
New +$27.1K ﹤0.01% 630

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 Advisory Services's DFAC Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.32% in Q1 2026, buying an estimated $40 and bringing the position to 310 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Capital Investment Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $70.7K in Q3 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Capital Investment Advisory Services held 310 shares of Dimensional US Core Equity 2 ETF worth $12K as of Q1 2026.
  • Capital Investment Advisory Services bought 1 Dimensional US Core Equity 2 ETF share in Q1 2026, an estimated $40.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1046 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Capital Investment Advisory Services's Dimensional US Core Equity 2 ETF position peaked at $70.7K in Q3 2023.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.