CIBC Private Wealth Group
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CIBC Private Wealth Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.1M Buy
27,667
+3,342
+14% +$130K ﹤0.01% 685
2025
Q3 		$938K Buy
24,325
+9,059
+59% +$338K ﹤0.01% 708
2025
Q2 		$547K Buy
15,266
+12,723
+500% +$424K ﹤0.01% 814
2025
Q1 		$74.1K Hold
2,543
– – ﹤0.01% 1475
2024
Q4 		$88.6K Sell
2,543
-2,365
-48% -$83.3K ﹤0.01% 1467
2024
Q3 		$168K Hold
4,908
– – ﹤0.01% 1278
2024
Q2 		$160K Sell
4,908
-13,128
-73% -$414K ﹤0.01% 1208
2024
Q1 		$574K Buy
18,036
+3,030
+20% +$91.5K ﹤0.01% 797
2023
Q4 		$439K Hold
15,006
– – ﹤0.01% 832
2023
Q3 		$393K Sell
15,006
-1,099
-7% -$30K ﹤0.01% 811
2023
Q2 		$437K Hold
16,105
– – ﹤0.01% 717
2023
Q1 		$410K Buy
16,105
+2,365
+17% +$59.9K ﹤0.01% 739
2022
Q4 		$334K Hold
13,740
– – ﹤0.01% 669
2022
Q3 		$306K Hold
13,740
– – ﹤0.01% 783
2022
Q2 		$320K Sell
13,740
-7,596
-36% -$192K ﹤0.01% 786
2022
Q1 		$588K Sell
21,336
-14,195
-40% -$389K ﹤0.01% 715
2021
Q4 		$1.03M Buy
35,531
+13,997
+65% +$395K ﹤0.01% 639
2021
Q3 		$572K Sell
21,534
-12,010
-36% -$326K ﹤0.01% 714
2021
Q2 		$905K Buy
+33,544
New +$891K ﹤0.01% 685

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

CIBC Private Wealth Group's DFAC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q4 2025, buying an estimated $130K and bringing the position to 27,667 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #685.

CIBC Private Wealth Group first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. 1,153 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • CIBC Private Wealth Group held 27,667 shares of Dimensional US Core Equity 2 ETF worth $1.1M as of Q4 2025.
  • CIBC Private Wealth Group bought 3,342 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $130K.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #685 holding.
  • CIBC Private Wealth Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.