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

Cresset Asset 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 Q1	$3.08M	Sell	79,354 -253	-0.3%	-$10.2K	0.01%	463
2025 Q4	$3.15M	Sell	79,607 -216,518	-73%	-$8.45M	0.01%	461
2025 Q3	$11.4M	Buy	296,125 +214,871	+264%	+$8.02M	0.05%	222
2025 Q2	$2.91M	Sell	81,254 -391,283	-83%	-$13.1M	0.01%	423
2025 Q1	$15.6M	Buy	472,537 +17,793	+4%	+$618K	0.08%	160
2024 Q4	$15.7M	Sell	454,744 -24,554	-5%	-$865K	0.08%	161
2024 Q3	$16.4M	Sell	479,298 -490	-0.1%	-$16.2K	0.06%	208
2024 Q2	$15.5M	Sell	479,788 -6,492	-1%	-$205K	0.07%	198
2024 Q1	$15.5M	Hold	486,280	–	–	0.07%	182
2023 Q4	$14.2M	Sell	486,280 -500	-0.1%	-$13.5K	0.08%	162
2023 Q3	$12.8M	Buy	486,780 +5,660	+1%	+$154K	0.05%	174
2023 Q2	$13.1M	Buy	481,120 +442,116	+1,134%	+$11.4M	0.02%	228
2023 Q1	$994K	Hold	39,004	–	–	0.02%	343
2022 Q4	$947K	Hold	39,004	–	–	0.01%	311
2022 Q3	$867K	Sell	39,004 -3,812	-9%	-$93.6K	0.01%	385
2022 Q2	$997K	Hold	42,816	–	–	0.01%	380
2022 Q1	$1.18M	Sell	42,816 -64,193	-60%	-$1.76M	0.01%	360
2021 Q4	$3.1M	Buy	+107,009	New	+$3.02M	0.03%	222

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

Cresset Asset Management's DFAC Position: Q1 2026 in Review

Cresset Asset Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.32% in Q1 2026, selling an estimated $10.2K and leaving 79,354 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #463.

Cresset Asset Management first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.4M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Cresset Asset Management held 79,354 shares of Dimensional US Core Equity 2 ETF worth $3.08M as of Q1 2026.
Cresset Asset Management sold 253 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $10.2K.
Dimensional US Core Equity 2 ETF made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #463 holding.
Cresset Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
Cresset Asset Management's Dimensional US Core Equity 2 ETF position peaked at $16.4M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.