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

CogentBlue 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 Q2	$745K	Sell	16,784 -50	-0.3%	-$2.14K	0.43%	38
2026 Q1	$654K	Buy	16,834 +93	+0.6%	+$3.75K	0.44%	33
2025 Q4	$663K	Hold	16,741	–	–	0.45%	32
2025 Q3	$646K	Hold	16,741	–	–	0.44%	34
2025 Q2	$600K	Hold	16,741	–	–	0.46%	34
2025 Q1	$552K	Buy	16,741 +1	+0%	+$35	0.48%	32
2024 Q4	$579K	Buy	+16,740	New	+$590K	0.51%	34

Other funds holding DFAC

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CogentBlue Wealth Advisors's DFAC Position: Q2 2026 in Review

CogentBlue Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.3% in Q2 2026, selling an estimated $2.14K and leaving 16,784 shares worth $745K. The position accounts for 0.43% of the portfolio, ranked #38.

CogentBlue Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

CogentBlue Wealth Advisors held 16,784 shares of Dimensional US Core Equity 2 ETF worth $745K as of Q2 2026.
CogentBlue Wealth Advisors sold 50 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.14K.
Dimensional US Core Equity 2 ETF made up 0.43% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #38 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.