Clarus Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Clarus Wealth 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 Q1	–	Sell	-4,988	Closed	-$203K	–	91
2025 Q4	$203K	Buy	+4,988	New	+$195K	0.08%	83
2023 Q2	$390K	Sell	14,527 -2,095	-13%	-$54K	0.24%	82
2023 Q1	$419K	Sell	16,622 -3,327	-17%	-$84.3K	0.26%	80
2022 Q4	$498K	Sell	19,949 -44,647	-69%	-$1.09M	0.33%	62
2022 Q3	$1.47M	Buy	64,596 +970	+2%	+$23.8K	1.05%	24
2022 Q2	$1.5M	Buy	+63,626	New	+$1.61M	1.06%	25
2022 Q1	–	Sell	-67,122	Closed	-$1.93M	–	111
2021 Q4	$1.93M	Sell	67,122 -2,045	-3%	-$57.7K	1.11%	22
2021 Q3	$1.86M	Buy	69,167 +1,654	+2%	+$44.9K	1.14%	23
2021 Q2	$1.83M	Buy	+67,513	New	+$1.79M	1.15%	26

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clarus Wealth Advisors's DFAC Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 4,988 shares — an estimated $203K sold.

Clarus Wealth Advisors first reported a position in DFAC in Q2 2021 and held it in 9 quarters. The position peaked at $1.93M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Clarus Wealth Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Clarus Wealth Advisors sold 4,988 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $203K.
Clarus Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 9 quarters.
Clarus Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.93M in Q4 2021.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.