Cary Street Partners Investment Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cary Street Partners Investment Advisory’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	$604K	Buy	13,617 +10,290	+309%	+$440K	0.12%	172
2026 Q1	$129K	Buy	+3,327	New	+$134K	0.03%	418
2024 Q4	–	Sell	-234,458	Closed	-$8.04M	–	549
2024 Q3	$8.04M	Sell	234,458 -25,411	-10%	-$839K	0.3%	90
2024 Q2	$8.38M	Sell	259,869 -61,059	-19%	-$1.93M	0.34%	76
2024 Q1	$10.3M	Buy	320,928 +9,593	+3%	+$290K	0.43%	58
2023 Q4	$9.1M	Buy	311,335 +64,528	+26%	+$1.75M	0.43%	62
2023 Q3	$6.47M	Buy	246,807 +80,902	+49%	+$2.21M	0.35%	72
2023 Q2	$4.5M	Buy	165,905 +43,996	+36%	+$1.13M	0.29%	93
2023 Q1	$3.11M	Buy	121,909 +24,002	+25%	+$608K	0.22%	123
2022 Q4	$2.38M	Buy	97,907 +9,177	+10%	+$223K	0.18%	145
2022 Q3	$1.97M	Buy	88,730 +16,154	+22%	+$397K	0.16%	150
2022 Q2	$1.69M	Buy	+72,576	New	+$1.84M	0.14%	161

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFAC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 309% in Q2 2026, buying an estimated $440K and bringing the position to 13,617 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #172.

Cary Street Partners Investment Advisory first reported a position in DFAC in Q2 2022 and has held it in 12 quarters since. The position peaked at $10.3M in Q1 2024. 969 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cary Street Partners Investment Advisory held 13,617 shares of Dimensional US Core Equity 2 ETF worth $604K as of Q2 2026.
Cary Street Partners Investment Advisory bought 10,290 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $440K.
Dimensional US Core Equity 2 ETF made up 0.12% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #172 holding.
Cary Street Partners Investment Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 12 quarters since.
Cary Street Partners Investment Advisory's Dimensional US Core Equity 2 ETF position peaked at $10.3M in Q1 2024.
969 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.