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Choreo LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Choreo LLC’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 		$13.1M Buy
338,183
+248,776
+278% +$10M 0.16% 100
2025
Q4 		$3.57M Buy
89,407
+8,220
+10% +$321K 0.05% 253
2025
Q3 		$3.13M Sell
81,187
-207
-0.3% -$7.72K 0.04% 277
2025
Q2 		$2.92M Sell
81,394
-575
-0.7% -$19.2K 0.04% 280
2025
Q1 		$2.7M Sell
81,969
-524
-0.6% -$18.2K 0.04% 273
2024
Q4 		$2.85M Hold
82,493
– – 0.04% 270
2024
Q3 		$2.81M Buy
82,493
+100
+0.1% +$3.3K 0.04% 279
2024
Q2 		$2.65M Buy
82,393
+5,257
+7% +$166K 0.04% 264
2024
Q1 		$2.46M Buy
77,136
+7,924
+11% +$239K 0.06% 158
2023
Q4 		$2.02M Buy
69,212
+6,933
+11% +$188K 0.05% 172
2023
Q3 		$1.63M Hold
62,279
– – 0.06% 159
2023
Q2 		$1.69M Hold
62,279
– – 0.06% 157
2023
Q1 		$1.59M Sell
62,279
-400
-0.6% -$10.1K 0.06% 165
2022
Q4 		$1.56M Buy
62,679
+50,644
+421% +$1.23M 0.08% 71
2022
Q3 		$268K Hold
12,035
– – 0.02% 174
2022
Q2 		$280K Hold
12,035
– – 0.02% 176
2022
Q1 		$332K Sell
12,035
-255
-2% -$6.98K 0.02% 174
2021
Q4 		$356K Hold
12,290
– – 0.02% 170
2021
Q3 		$327K Hold
12,290
– – 0.02% 167
2021
Q2 		$332K Buy
+12,290
New +$327K 0.02% 165

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Choreo LLC's DFAC Position: Q1 2026 in Review

Choreo LLC increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 278% in Q1 2026, buying an estimated $10M and bringing the position to 338,183 shares worth $13.1M. The position accounts for 0.16% of the portfolio, ranked #100.

Choreo LLC first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Choreo LLC held 338,183 shares of Dimensional US Core Equity 2 ETF worth $13.1M as of Q1 2026.
  • Choreo LLC bought 248,776 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $10M.
  • Dimensional US Core Equity 2 ETF made up 0.16% of Choreo LLC's portfolio in Q1 2026, its #100 holding.
  • Choreo LLC first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.