Delap Wealth Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Delap Wealth Advisory’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	$15.7M	Buy	403,552 +4,329	+1%	+$174K	5.9%	3
2025 Q4	$15.8M	Sell	399,223 -8,919	-2%	-$348K	6.1%	3
2025 Q3	$15.8M	Buy	408,142 +10,504	+3%	+$392K	6.64%	3
2025 Q2	$14.3M	Buy	397,638 +8,174	+2%	+$273K	6.84%	4
2025 Q1	$12.8M	Buy	389,464 +5,685	+1%	+$197K	7.16%	3
2024 Q4	$13.3M	Sell	383,779 -18,228	-5%	-$642K	7.93%	3
2024 Q3	$13.8M	Sell	402,007 -453,689	-53%	-$15M	8.72%	2
2024 Q2	$27.6M	Buy	855,696 +395,299	+86%	+$12.5M	12.7%	1
2024 Q1	$14.7M	Buy	460,397 +35,225	+8%	+$1.06M	5.94%	2
2023 Q4	$12.4M	Sell	425,172 -42,498	-9%	-$1.15M	5.63%	5
2023 Q3	$12.3M	Sell	467,670 -31,017	-6%	-$847K	11.84%	1
2023 Q2	$13.5M	Sell	498,687 -19,280	-4%	-$497K	13.28%	2
2023 Q1	$13.2M	Sell	517,967 -5,330	-1%	-$135K	13.53%	1
2022 Q4	$12.7M	Buy	+523,297	New	+$12.7M	13.28%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Delap Wealth Advisory's DFAC Position: Q1 2026 in Review

Delap Wealth Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, buying an estimated $174K and bringing the position to 403,552 shares worth $15.7M. The position accounts for 5.9% of the portfolio, ranked #3.

Delap Wealth Advisory first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.6M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Delap Wealth Advisory held 403,552 shares of Dimensional US Core Equity 2 ETF worth $15.7M as of Q1 2026.
Delap Wealth Advisory bought 4,329 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $174K.
Dimensional US Core Equity 2 ETF made up 5.9% of Delap Wealth Advisory's portfolio in Q1 2026, its #3 holding.
Delap Wealth Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Dimensional US Core Equity 2 ETF position peaked at $27.6M in Q2 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.