Cutler Investment Counsel’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cutler Investment Counsel’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	$488K	Sell	10,995 -330	-3%	-$14.1K	0.05%	114
2026 Q1	$440K	Sell	11,325 -150	-1%	-$6.04K	0.05%	112
2025 Q4	$454K	Hold	11,475	–	–	0.05%	108
2025 Q3	$443K	Sell	11,475 -250	-2%	-$9.33K	0.05%	105
2025 Q2	$420K	Sell	11,725 -200	-2%	-$6.67K	0.05%	106
2025 Q1	$393K	Hold	11,925	–	–	0.05%	106
2024 Q4	$412K	Hold	11,925	–	–	0.05%	104
2024 Q3	$409K	Hold	11,925	–	–	0.05%	100
2024 Q2	$384K	Hold	11,925	–	–	0.05%	102
2024 Q1	$381K	Sell	11,925 -337	-3%	-$10.2K	0.05%	104
2023 Q4	$358K	Hold	12,262	–	–	0.05%	111
2023 Q3	$321K	Hold	12,262	–	–	0.05%	107
2023 Q2	$333K	Hold	12,262	–	–	0.05%	110
2023 Q1	$312K	Hold	12,262	–	–	0.05%	112
2022 Q4	$298K	Hold	12,262	–	–	0.05%	110
2022 Q3	$273K	Hold	12,262	–	–	0.05%	107
2022 Q2	$286K	Hold	12,262	–	–	0.05%	110
2022 Q1	$338K	Hold	12,262	–	–	0.05%	110
2021 Q4	$355K	Hold	12,262	–	–	0.05%	81
2021 Q3	$326K	Hold	12,262	–	–	0.05%	83
2021 Q2	$331K	Buy	+12,262	New	+$326K	0.05%	80

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Cutler Investment Counsel's DFAC Position: Q2 2026 in Review

Cutler Investment Counsel reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, selling an estimated $14.1K and leaving 10,995 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #114.

Cutler Investment Counsel first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 268 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cutler Investment Counsel held 10,995 shares of Dimensional US Core Equity 2 ETF worth $488K as of Q2 2026.
Cutler Investment Counsel sold 330 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $14.1K.
Dimensional US Core Equity 2 ETF made up 0.05% of Cutler Investment Counsel's portfolio in Q2 2026, its #114 holding.
Cutler Investment Counsel first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
268 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.