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Caprock Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Caprock Group’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 		$3.08M Sell
79,160
-2,528
-3% -$102K 0.07% 232
2025
Q4 		$3.23M Buy
81,688
+68
+0.1% +$2.65K 0.07% 243
2025
Q3 		$3.08M Buy
+81,620
New +$3.05M 0.08% 230
2025
Q1 		$3.29M Sell
99,799
-588
-0.6% -$20.4K 0.1% 182
2024
Q4 		$3.47M Sell
100,387
-2,569
-2% -$90.5K 0.11% 155
2024
Q3 		$3.53M Buy
102,956
+4,886
+5% +$161K 0.13% 143
2024
Q2 		$3.16M Buy
98,070
+74,813
+322% +$2.36M 0.13% 134
2024
Q1 		$743K Sell
23,257
-206
-0.9% -$6.22K 0.04% 311
2023
Q4 		$686K Buy
23,463
+7,523
+47% +$204K 0.04% 316
2023
Q3 		$418K Sell
15,940
-4,481
-22% -$122K 0.03% 405
2023
Q2 		$554K Buy
20,421
+180
+0.9% +$4.64K 0.04% 352
2023
Q1 		$516K Buy
+20,241
New +$513K 0.04% 351

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

Caprock Group's DFAC Position: Q1 2026 in Review

Caprock Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q1 2026, selling an estimated $102K and leaving 79,160 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #232.

Caprock Group first reported a position in DFAC in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.53M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Caprock Group held 79,160 shares of Dimensional US Core Equity 2 ETF worth $3.08M as of Q1 2026.
  • Caprock Group sold 2,528 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $102K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Caprock Group's portfolio in Q1 2026, its #232 holding.
  • Caprock Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 12 quarters since.
  • Caprock Group's Dimensional US Core Equity 2 ETF position peaked at $3.53M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.