CFO
DFAC icon

CVA Family Office’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CVA Family Office’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 		$18M Sell
464,461
-4,122
-0.9% -$166K 1.9% 11
2025
Q4 		$18.6M Buy
468,583
+2,324
+0.5% +$90.7K 2.13% 10
2025
Q3 		$18M Buy
466,259
+1,002
+0.2% +$37.4K 2.31% 9
2025
Q2 		$16.7M Buy
465,257
+13,457
+3% +$449K 2.34% 8
2025
Q1 		$14.9M Sell
451,800
-354
-0.1% -$12.3K 2.28% 6
2024
Q4 		$15.6M Sell
452,154
-113,287
-20% -$3.99M 2.48% 6
2024
Q3 		$19.4M Buy
565,441
+66,892
+13% +$2.21M 3.15% 6
2024
Q2 		$16.1M Sell
498,549
-23,990
-5% -$757K 2.89% 6
2024
Q1 		$16.7M Buy
522,539
+533
+0.1% +$16.1K 2.98% 6
2023
Q4 		$15.3M Buy
522,006
+1,188
+0.2% +$32.1K 2.98% 5
2023
Q3 		$13.6M Buy
520,818
+925
+0.2% +$25.2K 3.11% 5
2023
Q2 		$14.1M Buy
519,893
+12,702
+3% +$327K 2.96% 5
2023
Q1 		$12.9M Buy
507,191
+24,032
+5% +$609K 2.89% 4
2022
Q4 		$11.7M Buy
483,159
+58,281
+14% +$1.42M 2.84% 6
2022
Q3 		$9.45M Sell
424,878
-90,286
-18% -$2.22M 2.57% 5
2022
Q2 		$12M Buy
515,164
+5,383
+1% +$136K 3.26% 4
2022
Q1 		$14.1M Buy
509,781
+57,082
+13% +$1.56M 3.36% 5
2021
Q4 		$13.1M Buy
+452,699
New +$12.8M 3.26% 5
2021
Q3 		– Sell
-404,245
Closed -$10.9M – 482
2021
Q2 		$10.9M Buy
+404,245
New +$10.7M 3.1% 5

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

CVA Family Office's DFAC Position: Q1 2026 in Review

CVA Family Office reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.88% in Q1 2026, selling an estimated $166K and leaving 464,461 shares worth $18M. The position accounts for 1.9% of the portfolio, ranked #11.

CVA Family Office first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $19.4M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • CVA Family Office held 464,461 shares of Dimensional US Core Equity 2 ETF worth $18M as of Q1 2026.
  • CVA Family Office sold 4,122 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $166K.
  • Dimensional US Core Equity 2 ETF made up 1.9% of CVA Family Office's portfolio in Q1 2026, its #11 holding.
  • CVA Family Office first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • CVA Family Office's Dimensional US Core Equity 2 ETF position peaked at $19.4M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.