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

Cornerstone Wealth 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 Q1	$422K	Hold	10,065	–	–	0.03%	258
2025 Q4	$398K	Hold	10,065	–	–	0.03%	235
2025 Q3	$388K	Hold	10,065	–	–	0.03%	229
2025 Q2	$361K	Sell	10,065 -50,881	-83%	-$1.7M	0.03%	221
2025 Q1	$2.01M	Hold	60,946	–	–	0.17%	109
2024 Q4	$2.11M	Hold	60,946	–	–	0.17%	107
2024 Q3	$2.09M	Hold	60,946	–	–	0.17%	105
2024 Q2	$1.96M	Hold	60,946	–	–	0.17%	102
2024 Q1	$1.95M	Hold	60,946	–	–	0.18%	99
2023 Q4	$1.78M	Sell	60,946 -8,033	-12%	-$217K	0.26%	82
2023 Q3	$1.81M	Hold	68,979	–	–	0.32%	83
2023 Q2	$1.87M	Buy	68,979 +665	+1%	+$17.1K	0.34%	81
2023 Q1	$1.74M	Hold	68,314	–	–	0.31%	88
2022 Q4	$1.66M	Hold	68,314	–	–	0.31%	77
2022 Q3	$1.52M	Hold	68,314	–	–	0.34%	72
2022 Q2	$1.59M	Hold	68,314	–	–	0.33%	77
2022 Q1	$1.88M	Sell	68,314 -707	-1%	-$19.4K	0.35%	87
2021 Q4	$2M	Sell	69,021 -14,905	-18%	-$421K	0.34%	81
2021 Q3	$2.23M	Hold	83,926	–	–	0.39%	79
2021 Q2	$2.19M	Buy	+83,926	New	+$2.23M	0.45%	72

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

Cornerstone Wealth Group's DFAC Position: Q1 2026 in Review

Cornerstone Wealth Group held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 10,065 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #258.

Cornerstone Wealth Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.23M in Q3 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Cornerstone Wealth Group held 10,065 shares of Dimensional US Core Equity 2 ETF worth $422K as of Q1 2026.
Cornerstone Wealth Group left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #258 holding.
Cornerstone Wealth Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Cornerstone Wealth Group's Dimensional US Core Equity 2 ETF position peaked at $2.23M in Q3 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.