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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
Q2 		$17.7M Sell
399,674
-3,878
-1% -$166K 5.99% 3
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Delap Wealth Advisory's DFAC Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.96% in Q2 2026, selling an estimated $166K and leaving 399,674 shares worth $17.7M. The position accounts for 5.99% of the portfolio, ranked #3.

Delap Wealth Advisory first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.6M in Q2 2024. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Delap Wealth Advisory held 399,674 shares of Dimensional US Core Equity 2 ETF worth $17.7M as of Q2 2026.
  • Delap Wealth Advisory sold 3,878 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $166K.
  • Dimensional US Core Equity 2 ETF made up 5.99% of Delap Wealth Advisory's portfolio in Q2 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 15 quarters since.
  • Delap Wealth Advisory's Dimensional US Core Equity 2 ETF position peaked at $27.6M in Q2 2024.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.