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

Core 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	$133M	Sell	2,990,705 -63,872	-2%	-$2.73M	37.29%	1
2026 Q1	$119M	Buy	3,054,577 +25,856	+0.9%	+$1.04M	36.37%	1
2025 Q4	$120M	Sell	3,028,721 -12,114	-0.4%	-$473K	37.35%	1
2025 Q3	$117M	Buy	3,040,835 +48,752	+2%	+$1.82M	37.77%	1
2025 Q2	$107M	Buy	2,992,083 +43,594	+1%	+$1.45M	37.81%	1
2025 Q1	$97.3M	Sell	2,948,489 -3,969	-0.1%	-$138K	37.33%	1
2024 Q4	$102M	Sell	2,952,458 -80,088	-3%	-$2.82M	39.91%	1
2024 Q3	$97.8M	Hold	3,032,546	–	–	39.67%	1
2024 Q2	$97.8M	Buy	3,032,546 +68,233	+2%	+$2.15M	39.67%	1
2024 Q1	$94.7M	Buy	2,964,313 +87,293	+3%	+$2.64M	41.08%	1
2023 Q4	$84.1M	Sell	2,877,020 -71,336	-2%	-$1.93M	40.15%	1
2023 Q3	$77.2M	Buy	2,948,356 +57,700	+2%	+$1.57M	39.95%	1
2023 Q2	$78.5M	Buy	2,890,656 +32,144	+1%	+$828K	39.84%	1
2023 Q1	$72.8M	Sell	2,858,512 -12,342	-0.4%	-$313K	39.33%	1
2022 Q4	$69.7M	Buy	+2,870,854	New	+$69.8M	39.37%	1

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

Core Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q2 2026, selling an estimated $2.73M and leaving 2,990,705 shares worth $133M. The position accounts for 37.29% of the portfolio, ranked #1.

Core Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,212 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Core Wealth Management held 2,990,705 shares of Dimensional US Core Equity 2 ETF worth $133M as of Q2 2026.
Core Wealth Management sold 63,872 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.73M.
Dimensional US Core Equity 2 ETF made up 37.29% of Core Wealth Management's portfolio in Q2 2026, its #1 holding.
Core Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
1,212 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.