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

Concurrent Investment 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 Q1	$13.7M	Buy	352,500 +309,844	+726%	+$12.5M	0.15%	148
2025 Q4	$1.69M	Buy	42,656 +9,754	+30%	+$381K	0.02%	632
2025 Q3	$1.27M	Buy	32,902 +1,004	+3%	+$37.5K	0.02%	589
2025 Q2	$1.14M	Buy	31,898 +22,358	+234%	+$746K	0.02%	562
2025 Q1	$315K	Buy	+9,540	New	+$331K	0.01%	905

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

Concurrent Investment Advisors's DFAC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 726% in Q1 2026, buying an estimated $12.5M and bringing the position to 352,500 shares worth $13.7M. The position accounts for 0.15% of the portfolio, ranked #148.

Concurrent Investment Advisors first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Concurrent Investment Advisors held 352,500 shares of Dimensional US Core Equity 2 ETF worth $13.7M as of Q1 2026.
Concurrent Investment Advisors bought 309,844 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $12.5M.
Dimensional US Core Equity 2 ETF made up 0.15% of Concurrent Investment Advisors's portfolio in Q1 2026, its #148 holding.
Concurrent Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.