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 Q2	$21M	Buy	472,847 +8,386	+2%	+$359K	1.9%	12
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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

CVA Family Office's DFAC Position: Q2 2026 in Review

CVA Family Office increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.8% in Q2 2026, buying an estimated $359K and bringing the position to 472,847 shares worth $21M. The position accounts for 1.9% of the portfolio, ranked #12.

CVA Family Office first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

CVA Family Office held 472,847 shares of Dimensional US Core Equity 2 ETF worth $21M as of Q2 2026.
CVA Family Office bought 8,386 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $359K.
Dimensional US Core Equity 2 ETF made up 1.9% of CVA Family Office's portfolio in Q2 2026, its #12 holding.
CVA Family Office first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.