Connecticut Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Connecticut Wealth Management’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	$1.44M	Sell	37,123 -170	-0.5%	-$6.85K	0.06%	126
2025 Q4	$1.48M	Hold	37,293	–	–	0.06%	125
2025 Q3	$1.44M	Hold	37,293	–	–	0.06%	122
2025 Q2	$1.34M	Hold	37,293	–	–	0.06%	128
2025 Q1	$1.23M	Sell	37,293 -606	-2%	-$21K	0.06%	128
2024 Q4	$1.31M	Sell	37,899 -3,424	-8%	-$121K	0.06%	109
2024 Q3	$1.42M	Hold	41,323	–	–	0.07%	124
2024 Q2	$1.33M	Hold	41,323	–	–	0.07%	126
2024 Q1	$1.32M	Buy	41,323 +4,224	+11%	+$128K	0.07%	118
2023 Q4	$1.08M	Hold	37,099	–	–	0.06%	138
2023 Q3	$972K	Hold	37,099	–	–	0.07%	119
2023 Q2	$1.01M	Sell	37,099 -3,951	-10%	-$102K	0.07%	100
2023 Q1	$1.05M	Hold	41,050	–	–	0.08%	93
2022 Q4	$997K	Hold	41,050	–	–	0.08%	84
2022 Q3	$913K	Hold	41,050	–	–	0.09%	82
2022 Q2	$956K	Buy	+41,050	New	+$1.04M	0.08%	88
2022 Q1	–	Sell	-41,050	Closed	-$1.19M	–	196
2021 Q4	$1.19M	Sell	41,050 -4,450	-10%	-$126K	0.09%	79
2021 Q3	$1.21M	Hold	45,500	–	–	0.11%	77
2021 Q2	$1.23M	Buy	+45,500	New	+$1.21M	0.11%	76

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

Connecticut Wealth Management's DFAC Position: Q1 2026 in Review

Connecticut Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.46% in Q1 2026, selling an estimated $6.85K and leaving 37,123 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #126.

Connecticut Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Connecticut Wealth Management held 37,123 shares of Dimensional US Core Equity 2 ETF worth $1.44M as of Q1 2026.
Connecticut Wealth Management sold 170 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.85K.
Dimensional US Core Equity 2 ETF made up 0.06% of Connecticut Wealth Management's portfolio in Q1 2026, its #126 holding.
Connecticut Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
Connecticut Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.48M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.