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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
Q2 		$4.8M Buy
108,094
+28,740
+36% +$1.23M 0.02% 425
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Cresset Asset Management's DFAC Position: Q2 2026 in Review

Cresset Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 36% in Q2 2026, buying an estimated $1.23M and bringing the position to 108,094 shares worth $4.8M. The position accounts for 0.02% of the portfolio, ranked #425.

Cresset Asset Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.4M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Cresset Asset Management held 108,094 shares of Dimensional US Core Equity 2 ETF worth $4.8M as of Q2 2026.
  • Cresset Asset Management bought 28,740 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.23M.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #425 holding.
  • Cresset Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Cresset Asset Management's Dimensional US Core Equity 2 ETF position peaked at $16.4M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.