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Central Valley Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Central Valley 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
Q2 		$657K Sell
14,801
-12
-0.1% -$513 0.17% 98
2026
Q1 		$576K Buy
+14,813
New +$597K 0.16% 106

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Central Valley Advisors's DFAC Position: Q2 2026 in Review

Central Valley Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.08% in Q2 2026, selling an estimated $513 and leaving 14,801 shares worth $657K. The position accounts for 0.17% of the portfolio, ranked #98.

Central Valley Advisors first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Central Valley Advisors held 14,801 shares of Dimensional US Core Equity 2 ETF worth $657K as of Q2 2026.
  • Central Valley Advisors sold 12 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $513.
  • Dimensional US Core Equity 2 ETF made up 0.17% of Central Valley Advisors's portfolio in Q2 2026, its #98 holding.
  • Central Valley Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.