Clifford Swan Investment Counsel’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Clifford Swan Investment Counsel’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	$718K	Sell	18,487 -35	-0.2%	-$1.41K	0.02%	187
2025 Q4	$733K	Sell	18,522 -1,380	-7%	-$53.9K	0.02%	193
2025 Q3	$768K	Hold	19,902	–	–	0.03%	194
2025 Q2	$713K	Sell	19,902 -455	-2%	-$15.2K	0.03%	193
2025 Q1	$672K	Hold	20,357	–	–	0.02%	193
2024 Q4	$704K	Sell	20,357 -954	-4%	-$33.6K	0.03%	194
2024 Q3	$731K	Hold	21,311	–	–	0.03%	198
2024 Q2	$687K	Hold	21,311	–	–	0.03%	194
2024 Q1	$681K	Hold	21,311	–	–	0.03%	193
2023 Q4	$623K	Sell	21,311 -140	-0.7%	-$3.79K	0.02%	197
2023 Q3	$562K	Hold	21,451	–	–	0.02%	201
2023 Q2	$582K	Hold	21,451	–	–	0.02%	205
2023 Q1	$547K	Hold	21,451	–	–	0.02%	204
2022 Q4	$521K	Buy	+21,451	New	+$522K	0.02%	209

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 $424B AUM 22.94% 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

Clifford Swan Investment Counsel's DFAC Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.19% in Q1 2026, selling an estimated $1.41K and leaving 18,487 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #187.

Clifford Swan Investment Counsel first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $768K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Clifford Swan Investment Counsel held 18,487 shares of Dimensional US Core Equity 2 ETF worth $718K as of Q1 2026.
Clifford Swan Investment Counsel sold 35 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.41K.
Dimensional US Core Equity 2 ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #187 holding.
Clifford Swan Investment Counsel first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Clifford Swan Investment Counsel's Dimensional US Core Equity 2 ETF position peaked at $768K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.