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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
Q2 		$3.93M Buy
88,528
+21
+0% +$898 0.06% 259
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 $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 22.9% 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

Curi RMB Capital's DFAC Position: Q2 2026 in Review

Curi RMB Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.02% in Q2 2026, buying an estimated $898 and bringing the position to 88,528 shares worth $3.93M. The position accounts for 0.06% of the portfolio, ranked #259.

Curi RMB Capital first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Curi RMB Capital held 88,528 shares of Dimensional US Core Equity 2 ETF worth $3.93M as of Q2 2026.
  • Curi RMB Capital bought 21 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $898.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Curi RMB Capital's portfolio in Q2 2026, its #259 holding.
  • Curi RMB Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.