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CarsonAllaria Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CarsonAllaria Wealth Management’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
Q2 		$1.06M Sell
23,967
-10
-0% -$428 0.46% 33
2026
Q1 		$932K Buy
23,977
+12
+0.1% +$483 0.46% 30
2025
Q4 		$949K Sell
23,965
-22
-0.1% -$859 0.47% 30
2025
Q3 		$925K Buy
23,987
+66
+0.3% +$2.46K 0.48% 30
2025
Q2 		$857K Buy
23,921
+41
+0.2% +$1.37K 0.46% 29
2025
Q1 		$788K Sell
23,880
-792
-3% -$27.5K 0.46% 31
2024
Q4 		$853K Sell
24,672
-484
-2% -$17K 0.49% 29
2024
Q3 		$863K Sell
25,156
-107
-0.4% -$3.53K 0.49% 28
2024
Q2 		$814K Buy
25,263
+37
+0.1% +$1.17K 0.5% 29
2024
Q1 		$806K Buy
25,226
+52
+0.2% +$1.57K 0.51% 28
2023
Q4 		$736K Sell
25,174
-81
-0.3% -$2.19K 0.53% 27
2023
Q3 		$662K Sell
25,255
-259
-1% -$7.07K 0.54% 27
2023
Q2 		$693K Sell
25,514
-232
-0.9% -$5.98K 0.55% 26
2023
Q1 		$656K Sell
25,746
-85
-0.3% -$2.15K 0.55% 25
2022
Q4 		$627K Buy
25,831
+132
+0.5% +$3.21K 0.55% 26
2022
Q3 		$572K Buy
25,699
+100
+0.4% +$2.46K 0.53% 24
2022
Q2 		$596K Sell
25,599
-488
-2% -$12.4K 0.56% 25
2022
Q1 		$719K Sell
26,087
-192
-0.7% -$5.26K 0.64% 24
2021
Q4 		$761K Buy
+26,279
New +$742K 0.67% 25

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

CarsonAllaria Wealth Management's DFAC Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.04% in Q2 2026, selling an estimated $428 and leaving 23,967 shares worth $1.06M. The position accounts for 0.46% of the portfolio, ranked #33.

CarsonAllaria Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • CarsonAllaria Wealth Management held 23,967 shares of Dimensional US Core Equity 2 ETF worth $1.06M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 10 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $428.
  • Dimensional US Core Equity 2 ETF made up 0.46% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #33 holding.
  • CarsonAllaria Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.