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

COFG 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
Q2 		$536K Buy
12,072
+29
+0.2% +$1.24K 0.09% 156
2026
Q1 		$468K Buy
12,043
+30
+0.2% +$1.21K 0.12% 122
2025
Q4 		$476K Buy
+12,013
New +$469K 0.12% 117

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

COFG Advisors's DFAC Position: Q2 2026 in Review

COFG Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q2 2026, buying an estimated $1.24K and bringing the position to 12,072 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #156.

COFG Advisors first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • COFG Advisors held 12,072 shares of Dimensional US Core Equity 2 ETF worth $536K as of Q2 2026.
  • COFG Advisors bought 29 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.24K.
  • Dimensional US Core Equity 2 ETF made up 0.09% of COFG Advisors's portfolio in Q2 2026, its #156 holding.
  • COFG Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.