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

Cedar 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 Q1	$11.7M	Hold	302,298	–	–	3.42%	8
2025 Q4	$12M	Hold	302,298	–	–	3.58%	7
2025 Q3	$11.7M	Hold	302,298	–	–	3.57%	8
2025 Q2	$10.8M	Hold	302,298	–	–	3.67%	8
2025 Q1	$9.97M	Hold	302,298	–	–	3.55%	8
2024 Q4	$10.5M	Hold	302,298	–	–	3.78%	8
2024 Q3	$10.4M	Hold	302,298	–	–	3.22%	8
2024 Q2	$9.75M	Hold	302,298	–	–	3.16%	8
2024 Q1	$9.66M	Hold	302,298	–	–	3.18%	8
2023 Q4	$8.84M	Hold	302,298	–	–	3.22%	7
2023 Q3	$7.92M	Hold	302,298	–	–	3.13%	7
2023 Q2	$8.21M	Hold	302,298	–	–	3.17%	7
2023 Q1	$7.7M	Buy	+302,298	New	+$7.66M	3.15%	7
2022 Q4	–	Sell	-302,298	Closed	-$6.72M	–	310
2022 Q3	$6.72M	Hold	302,298	–	–	3.34%	6
2022 Q2	$7.04M	Hold	302,298	–	–	3.22%	5
2022 Q1	$8.34M	Sell	302,298 -1,337	-0.4%	-$36.6K	3.37%	5
2021 Q4	$8.8M	Hold	303,635	–	–	3.55%	5
2021 Q3	$8.07M	Sell	303,635 -1,385	-0.5%	-$37.6K	3.59%	7
2021 Q2	$8.23M	Buy	+305,020	New	+$8.11M	3.71%	6

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 $7.07B 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 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

Cedar Wealth Management's DFAC Position: Q1 2026 in Review

Cedar Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 302,298 shares worth $11.7M. The position accounts for 3.42% of the portfolio, ranked #8.

Cedar Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $12M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Cedar Wealth Management held 302,298 shares of Dimensional US Core Equity 2 ETF worth $11.7M as of Q1 2026.
Cedar Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 3.42% of Cedar Wealth Management's portfolio in Q1 2026, its #8 holding.
Cedar Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
Cedar Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $12M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.