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Client 1st Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Client 1st Advisory 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
2026
Q2 		$51.5M Sell
1,161,033
-14,314
-1% -$612K 13.42% 2
2026
Q1 		$45.7M Buy
1,175,347
+1,263
+0.1% +$50.9K 13.87% 1
2025
Q4 		$46.5M Sell
1,174,084
-16,939
-1% -$661K 14.53% 1
2025
Q3 		$45.9M Sell
1,191,023
-23,491
-2% -$877K 15.21% 1
2025
Q2 		$43.5M Sell
1,214,514
-84,901
-7% -$2.83M 15.79% 1
2025
Q1 		$42.9M Sell
1,299,415
-20,213
-2% -$702K 16.68% 1
2024
Q4 		$45.6M Buy
1,319,628
+2,699
+0.2% +$95.1K 17.56% 1
2024
Q3 		$45.2M Buy
1,316,929
+20,459
+2% +$676K 17.94% 1
2024
Q2 		$41.8M Buy
1,296,470
+19,865
+2% +$626K 18% 1
2024
Q1 		$40.8M Buy
1,276,605
+124,105
+11% +$3.75M 18.32% 1
2023
Q4 		$33.7M Buy
1,152,500
+372,712
+48% +$10.1M 16.35% 1
2023
Q3 		$20.4M Buy
779,788
+500,257
+179% +$13.7M 10.8% 2
2023
Q2 		$7.59M Buy
+279,531
New +$7.2M 4% 8

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Client 1st Advisory Group's DFAC Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q2 2026, selling an estimated $612K and leaving 1,161,033 shares worth $51.5M. The position accounts for 13.42% of the portfolio, ranked #2.

Client 1st Advisory Group first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Client 1st Advisory Group held 1,161,033 shares of Dimensional US Core Equity 2 ETF worth $51.5M as of Q2 2026.
  • Client 1st Advisory Group sold 14,314 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $612K.
  • Dimensional US Core Equity 2 ETF made up 13.42% of Client 1st Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Client 1st Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.