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

Cary Street Partners’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 		$4.36M Buy
98,258
+102
+0.1% +$4.36K 0.1% 217
2026
Q1 		$3.81M Sell
98,156
-547
-0.6% -$22K 0.09% 220
2025
Q4 		$3.91M Sell
98,703
-26,109
-21% -$1.02M 0.1% 215
2025
Q3 		$4.81M Sell
124,812
-8,415
-6% -$314K 0.12% 172
2025
Q2 		$4.77M Sell
133,227
-30,791
-19% -$1.03M 0.13% 175
2025
Q1 		$5.41M Sell
164,018
-43,460
-21% -$1.51M 0.17% 139
2024
Q4 		$7.18M Buy
+207,478
New +$7.31M 0.23% 106

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

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

Cary Street Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.1% in Q2 2026, buying an estimated $4.36K and bringing the position to 98,258 shares worth $4.36M. The position accounts for 0.1% of the portfolio, ranked #217.

Cary Street Partners first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.18M in Q4 2024. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Cary Street Partners held 98,258 shares of Dimensional US Core Equity 2 ETF worth $4.36M as of Q2 2026.
  • Cary Street Partners bought 102 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.36K.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Cary Street Partners's portfolio in Q2 2026, its #217 holding.
  • Cary Street Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Dimensional US Core Equity 2 ETF position peaked at $7.18M in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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