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Coquina Private Wealth LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Coquina Private Wealth LLC’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
-10,316
Closed -$408K – 97
2025
Q4 		$408K Buy
+10,316
New +$403K 0.33% 47

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FFM
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FPAS
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LPL Financial
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AC
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GA
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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

Coquina Private Wealth LLC's DFAC Position: Q1 2026 in Review

Coquina Private Wealth LLC sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 10,316 shares — an estimated $408K sold.

Coquina Private Wealth LLC first reported a position in DFAC in Q4 2025 and held it in 1 quarter. The position peaked at $408K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Coquina Private Wealth LLC reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Coquina Private Wealth LLC sold 10,316 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $408K.
  • Coquina Private Wealth LLC first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Coquina Private Wealth LLC's Dimensional US Core Equity 2 ETF position peaked at $408K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.