Collective Family Office’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Collective Family Office’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	$1.43M	Hold	32,293	–	–	0.29%	64
2026 Q1	$1.25M	Hold	32,293	–	–	0.28%	64
2025 Q4	$1.28M	Hold	32,293	–	–	0.29%	66
2025 Q3	$1.25M	Hold	32,293	–	–	0.3%	67
2025 Q2	$1.16M	Hold	32,293	–	–	0.3%	68
2025 Q1	$1.07M	Hold	32,293	–	–	0.29%	69
2024 Q4	$1.12M	Hold	32,293	–	–	0.31%	66
2024 Q3	$1.11M	Hold	32,293	–	–	0.3%	69
2024 Q2	$1.04M	Hold	32,293	–	–	0.31%	74
2024 Q1	$1.03M	Hold	32,293	–	–	0.33%	72
2023 Q4	$944K	Hold	32,293	–	–	0.33%	64
2023 Q3	$846K	Sell	32,293 -261	-0.8%	-$7.12K	0.33%	64
2023 Q2	$884K	Sell	32,554 -224	-0.7%	-$5.77K	0.35%	61
2023 Q1	$835K	Hold	32,778	–	–	0.34%	66
2022 Q4	$796K	Hold	32,778	–	–	0.36%	63
2022 Q3	$729K	Buy	32,778 +1,347	+4%	+$33.1K	0.36%	75
2022 Q2	$732K	Hold	31,431	–	–	0.32%	83
2022 Q1	$867K	Hold	31,431	–	–	0.33%	83
2021 Q4	$911K	Hold	31,431	–	–	0.36%	78
2021 Q3	$835K	Hold	31,431	–	–	0.36%	69
2021 Q2	$848K	Buy	+31,431	New	+$835K	0.36%	71

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

OFA

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

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

Collective Family Office's DFAC Position: Q2 2026 in Review

Collective Family Office held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 32,293 shares worth $1.43M. The position accounts for 0.29% of the portfolio, ranked #64.

Collective Family Office first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Collective Family Office held 32,293 shares of Dimensional US Core Equity 2 ETF worth $1.43M as of Q2 2026.
Collective Family Office left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.29% of Collective Family Office's portfolio in Q2 2026, its #64 holding.
Collective Family Office first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.