Cascade Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cascade Wealth Advisors’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	$2.62M	Buy	60,639 +3,027	+5%	+$122K	1.15%	23
2025 Q4	$2.36M	Sell	57,612 -630	-1%	-$24.6K	1.09%	23
2025 Q3	$2.28M	Sell	58,242 -6,620	-10%	-$247K	1.12%	23
2025 Q2	$2.39M	Buy	+64,862	New	+$2.16M	1.35%	20
2025 Q1	–	Sell	-7,770	Closed	-$269K	–	43
2024 Q4	$269K	Hold	7,770	–	–	0.18%	41
2024 Q3	$266K	Sell	7,770 -500	-6%	-$16.5K	0.19%	44
2024 Q2	$270K	Buy	+8,270	New	+$261K	0.2%	45

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cascade Wealth Advisors's DFAC Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.3% in Q1 2026, buying an estimated $122K and bringing the position to 60,639 shares worth $2.62M. The position accounts for 1.15% of the portfolio, ranked #23.

Cascade Wealth Advisors first reported a position in DFAC in Q2 2024 and has held it in 7 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Cascade Wealth Advisors held 60,639 shares of Dimensional US Core Equity 2 ETF worth $2.62M as of Q1 2026.
Cascade Wealth Advisors bought 3,027 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $122K.
Dimensional US Core Equity 2 ETF made up 1.15% of Cascade Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Cascade Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.