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Curi RMB Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Curi RMB Capital’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 		$3.44M Sell
88,507
-9,298
-10% -$375K 0.06% 262
2025
Q4 		$3.87M Buy
97,805
+20
+0% +$781 0.07% 245
2025
Q3 		$3.77M Buy
97,785
+23
+0% +$858 0.07% 245
2025
Q2 		$3.5M Buy
97,762
+89,287
+1,054% +$2.98M 0.07% 253
2025
Q1 		$280K Buy
8,475
+1,589
+23% +$55.2K 0.01% 442
2024
Q4 		$238K Buy
6,886
+20
+0.3% +$704 0.01% 492
2024
Q3 		$235K Buy
6,866
+19
+0.3% +$628 0.01% 516
2024
Q2 		$221K Buy
6,847
+20
+0.3% +$631 0.01% 512
2024
Q1 		$218K Buy
+6,827
New +$206K 0.01% 541

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Curi RMB Capital's DFAC Position: Q1 2026 in Review

Curi RMB Capital reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.5% in Q1 2026, selling an estimated $375K and leaving 88,507 shares worth $3.44M. The position accounts for 0.06% of the portfolio, ranked #262.

Curi RMB Capital first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.87M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Curi RMB Capital held 88,507 shares of Dimensional US Core Equity 2 ETF worth $3.44M as of Q1 2026.
  • Curi RMB Capital sold 9,298 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $375K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Curi RMB Capital's portfolio in Q1 2026, its #262 holding.
  • Curi RMB Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • Curi RMB Capital's Dimensional US Core Equity 2 ETF position peaked at $3.87M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.