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CGC Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CGC Financial Services’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 		$47.5K Hold
1,070
– – 0.01% 137
2026
Q1 		$41.6K Hold
1,070
– – 0.01% 136
2025
Q4 		$42.4K Hold
1,070
– – 0.01% 138
2025
Q3 		$41.3K Hold
1,070
– – 0.01% 136
2025
Q2 		$38.3K Hold
1,070
– – 0.01% 134
2025
Q1 		$35.3K Hold
1,070
– – 0.01% 126
2024
Q4 		$37K Hold
1,070
– – 0.01% 124
2024
Q3 		$36.7K Hold
1,070
– – 0.01% 122
2024
Q2 		$34.5K Hold
1,070
– – 0.02% 122
2024
Q1 		$34.2K Hold
1,070
– – 0.02% 122
2023
Q4 		$31.3K Hold
1,070
– – 0.01% 136
2023
Q3 		$28K Hold
1,070
– – 0.02% 118
2023
Q2 		$29.1K Buy
+1,070
New +$27.6K 0.02% 121

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

CGC Financial Services's DFAC Position: Q2 2026 in Review

CGC Financial Services held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 1,070 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #137.

CGC Financial Services first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • CGC Financial Services held 1,070 shares of Dimensional US Core Equity 2 ETF worth $47.5K as of Q2 2026.
  • CGC Financial Services left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #137 holding.
  • CGC Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.