CI
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CX Institutional’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CX Institutional’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 		$251K Sell
5,654
-998
-15% -$42.7K 0.01% 688
2026
Q1 		$258K Buy
6,652
+16
+0.2% +$645 0.01% 655
2025
Q4 		$263K Buy
6,636
+511
+8% +$19.9K 0.01% 619
2025
Q3 		$236K Buy
6,125
+3,913
+177% +$146K 0.01% 638
2025
Q2 		$79K Sell
2,212
-1,060
-32% -$35.4K ﹤0.01% 794
2025
Q1 		$108K Buy
+3,272
New +$114K ﹤0.01% 737
2023
Q2 		– Sell
-26,901
Closed -$688K – 509
2023
Q1 		$688K Buy
26,901
+4,267
+19% +$108K 0.04% 322
2022
Q4 		$550K Buy
22,634
+9,592
+74% +$233K 0.03% 359
2022
Q3 		$290K Buy
13,042
+9,853
+309% +$242K 0.02% 395
2022
Q2 		$74K Buy
+3,189
New +$80.7K 0.01% 604
2021
Q4 		– Sell
-4,736
Closed -$126K – 460
2021
Q3 		$126K Hold
4,736
– – 0.01% 409
2021
Q2 		$128K Buy
+4,736
New +$126K 0.01% 398

Other funds holding DFAC

AC
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
PL
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
EF
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
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
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

CX Institutional's DFAC Position: Q2 2026 in Review

CX Institutional reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 15% in Q2 2026, selling an estimated $42.7K and leaving 5,654 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #688.

CX Institutional first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. The position peaked at $688K in Q1 2023. 254 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • CX Institutional held 5,654 shares of Dimensional US Core Equity 2 ETF worth $251K as of Q2 2026.
  • CX Institutional sold 998 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $42.7K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #688 holding.
  • CX Institutional first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 12 quarters since.
  • CX Institutional's Dimensional US Core Equity 2 ETF position peaked at $688K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.