Cooper Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cooper Financial Group’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	$1.15M	Buy	25,883 +1	+0%	+$43	0.1%	148
2026 Q1	$1.01M	Sell	25,882 -7,997	-24%	-$322K	0.1%	157
2025 Q4	$1.34M	Buy	33,879 +3,837	+13%	+$150K	0.14%	114
2025 Q3	$1.16M	Hold	30,042	–	–	0.13%	130
2025 Q2	$1.08M	Hold	30,042	–	–	0.13%	136
2025 Q1	$991K	Sell	30,042 -2,485	-8%	-$86.3K	0.13%	145
2024 Q4	$1.13M	Sell	32,527 -3,835	-11%	-$135K	0.14%	121
2024 Q3	$1.25M	Hold	36,362	–	–	0.16%	109
2024 Q2	$1.17M	Hold	36,362	–	–	0.17%	103
2024 Q1	$1.16M	Hold	36,362	–	–	0.19%	103
2023 Q4	$1.06M	Sell	36,362 -2,193	-6%	-$59.3K	0.19%	105
2023 Q3	$1.01M	Sell	38,555 -3,033	-7%	-$82.8K	0.24%	101
2023 Q2	$1.13M	Buy	41,588 +14,916	+56%	+$384K	0.28%	83
2023 Q1	$680K	Buy	+26,672	New	+$676K	0.18%	132

Other funds holding DFAC

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

RWM

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Cooper Financial Group's DFAC Position: Q2 2026 in Review

Cooper Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0% in Q2 2026, buying an estimated $43 and bringing the position to 25,883 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #148.

Cooper Financial Group first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 297 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cooper Financial Group held 25,883 shares of Dimensional US Core Equity 2 ETF worth $1.15M as of Q2 2026.
Cooper Financial Group bought 1 Dimensional US Core Equity 2 ETF share in Q2 2026, an estimated $43.
Dimensional US Core Equity 2 ETF made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #148 holding.
Cooper Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
Cooper Financial Group's Dimensional US Core Equity 2 ETF position peaked at $1.34M in Q4 2025.
297 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.