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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Cookson Peirce & Co's DFAC Position: Q1 2026 in Review

Cookson Peirce & Co reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, selling an estimated $5.12K and leaving 50,978 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #107.

Cookson Peirce & Co first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.07M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Cookson Peirce & Co held 50,978 shares of Dimensional US Core Equity 2 ETF worth $1.98M as of Q1 2026.
  • Cookson Peirce & Co sold 127 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $5.12K.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Cookson Peirce & Co's portfolio in Q1 2026, its #107 holding.
  • Cookson Peirce & Co first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • Cookson Peirce & Co's Dimensional US Core Equity 2 ETF position peaked at $2.07M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cookson Peirce & Co's 13F filing for Q1 2026, filed 30 Apr 2026.