Cookson Peirce & Co’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cookson Peirce & Co’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	$2.26M	Hold	50,978	–	–	0.07%	130
2026 Q1	$1.98M	Sell	50,978 -127	-0.2%	-$5.12K	0.08%	107
2025 Q4	$2.02M	Sell	51,105 -2,522	-5%	-$98.4K	0.08%	111
2025 Q3	$2.07M	Hold	53,627	–	–	0.08%	105
2025 Q2	$1.92M	Buy	+53,627	New	+$1.79M	0.08%	105

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cookson Peirce & Co's DFAC Position: Q2 2026 in Review

Cookson Peirce & Co held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 50,978 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #130.

Cookson Peirce & Co first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cookson Peirce & Co held 50,978 shares of Dimensional US Core Equity 2 ETF worth $2.26M as of Q2 2026.
Cookson Peirce & Co left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.07% of Cookson Peirce & Co's portfolio in Q2 2026, its #130 holding.
Cookson Peirce & Co first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.