Commonwealth Equity Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Commonwealth Equity Services’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	$324M	Buy	8,337,551 +380,978	+5%	+$15.3M	0.45%	33
2025 Q4	$315M	Sell	7,956,573 -678,373	-8%	-$26.5M	0.42%	36
2025 Q3	$333M	Sell	8,634,946 -100,625	-1%	-$3.76M	0.43%	36
2025 Q2	$313M	Sell	8,735,571 -920,602	-10%	-$30.7M	0.41%	38
2025 Q1	$319M	Sell	9,656,173 -626,498	-6%	-$21.7M	0.45%	35
2024 Q4	$356M	Buy	10,282,671 +514,078	+5%	+$18.1M	0.52%	29
2024 Q3	$335M	Sell	9,768,593 -139,592	-1%	-$4.61M	0.51%	25
2024 Q2	$319M	Sell	9,908,185 -706,793	-7%	-$22.3M	0.51%	26
2024 Q1	$339M	Buy	10,614,978 +417,123	+4%	+$12.6M	0.56%	23
2023 Q4	$298M	Buy	10,197,855 +73,356	+0.7%	+$1.98M	0.55%	24
2023 Q3	$265M	Buy	10,124,499 +317,304	+3%	+$8.66M	0.55%	24
2023 Q2	$266M	Buy	9,807,195 +1,265,850	+15%	+$32.6M	0.54%	26
2023 Q1	$218K	Buy	8,541,345 +869,513	+11%	+$22M	0.46%	33
2022 Q4	$186M	Buy	7,671,832 +1,035,189	+16%	+$25.2M	0.45%	39
2022 Q3	$148M	Buy	6,636,643 +668,745	+11%	+$16.4M	0.38%	50
2022 Q2	$139M	Buy	5,967,898 +1,438,628	+32%	+$36.4M	0.36%	56
2022 Q1	$125M	Buy	4,529,270 +1,149,468	+34%	+$31.5M	0.29%	67
2021 Q4	$97.9M	Buy	3,379,802 +800,604	+31%	+$22.6M	0.22%	89
2021 Q3	$68.5M	Sell	2,579,198 -541,978	-17%	-$14.7M	0.17%	125
2021 Q2	$84.2M	Buy	+3,121,176	New	+$82.9M	0.21%	91

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 $7.07B AUM 18.05% 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 $374B AUM 17.66% 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

Commonwealth Equity Services's DFAC Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.8% in Q1 2026, buying an estimated $15.3M and bringing the position to 8,337,551 shares worth $324M. The position accounts for 0.45% of the portfolio, ranked #33.

Commonwealth Equity Services first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $356M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Commonwealth Equity Services held 8,337,551 shares of Dimensional US Core Equity 2 ETF worth $324M as of Q1 2026.
Commonwealth Equity Services bought 380,978 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $15.3M.
Dimensional US Core Equity 2 ETF made up 0.45% of Commonwealth Equity Services's portfolio in Q1 2026, its #33 holding.
Commonwealth Equity Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Commonwealth Equity Services's Dimensional US Core Equity 2 ETF position peaked at $356M in Q4 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.