CD
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Chapin Davis’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Chapin Davis’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 		$340K Hold
7,674
– – 0.06% 184
2026
Q1 		$298K Hold
7,674
– – 0.07% 205
2025
Q4 		$304K Hold
7,674
– – 0.07% 192
2025
Q3 		$296K Hold
7,674
– – 0.07% 195
2025
Q2 		$275K Hold
7,674
– – 0.08% 184
2025
Q1 		$253K Sell
7,674
-733
-9% -$25.4K 0.09% 178
2024
Q4 		$288K Hold
8,407
– – 0.09% 176
2024
Q3 		$288K Hold
8,407
– – 0.09% 177
2024
Q2 		$271K Hold
8,407
– – 0.09% 176
2024
Q1 		$269K Sell
8,407
-289
-3% -$8.72K 0.1% 180
2023
Q4 		$254K Sell
8,696
-60
-0.7% -$1.62K 0.11% 172
2023
Q3 		$229K Hold
8,756
– – 0.11% 164
2023
Q2 		$238K Buy
8,756
+289
+3% +$7.45K 0.11% 170
2023
Q1 		$216K Buy
+8,467
New +$214K 0.11% 185

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

Chapin Davis's DFAC Position: Q2 2026 in Review

Chapin Davis held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 7,674 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #184.

Chapin Davis first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Chapin Davis held 7,674 shares of Dimensional US Core Equity 2 ETF worth $340K as of Q2 2026.
  • Chapin Davis left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Chapin Davis's portfolio in Q2 2026, its #184 holding.
  • Chapin Davis first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.