Coppell Advisory Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-6,229	Closed	-$249K	–	84
2025 Q4	$249K	Buy	+6,229	New	+$243K	0.02%	354
2025 Q3	–	Sell	-6,229	Closed	-$222K	–	404
2025 Q2	$222K	Hold	6,229	–	–	0.03%	342
2025 Q1	$202K	Buy	6,229 +611	+11%	+$21.2K	0.03%	317
2024 Q4	$195K	Sell	5,618 -150	-3%	-$5.28K	0.03%	280
2024 Q3	$197K	Hold	5,768	–	–	0.03%	285
2024 Q2	$186K	Buy	+5,768	New	+$182K	0.03%	272
2023 Q4	$142K	Buy	+4,872	New	+$132K	0.03%	307
2023 Q3	–	Sell	-4,872	Closed	-$131K	–	1276
2023 Q2	$131K	Buy	+4,872	New	+$126K	0.04%	236

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

Coppell Advisory Solutions's DFAC Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 6,229 shares — an estimated $249K sold.

Coppell Advisory Solutions first reported a position in DFAC in Q2 2023 and held it in 8 quarters. The position peaked at $249K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Coppell Advisory Solutions reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 6,229 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $249K.
Coppell Advisory Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's Dimensional US Core Equity 2 ETF position peaked at $249K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.