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

Copia 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
Q2 		$77.1K Hold
1,737
– – 0.05% 168
2026
Q1 		$67.5K Sell
1,737
-173
-9% -$6.97K 0.05% 170
2025
Q4 		$75.6K Hold
1,910
– – 0.05% 165
2025
Q3 		$73.7K Sell
1,910
-300
-14% -$11.2K 0.05% 156
2025
Q2 		$79.2K Buy
+2,210
New +$73.7K 0.07% 133

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Copia Wealth Management's DFAC Position: Q2 2026 in Review

Copia Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 1,737 shares worth $77.1K. The position accounts for 0.05% of the portfolio, ranked #168.

Copia Wealth Management first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $79.2K in Q2 2025. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Copia Wealth Management held 1,737 shares of Dimensional US Core Equity 2 ETF worth $77.1K as of Q2 2026.
  • Copia Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Copia Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $79.2K in Q2 2025.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.