DWM
DFAC icon

Destination Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Destination Wealth Management’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 		$718K Hold
16,194
– – 0.02% 188
2026
Q1 		$629K Hold
16,194
– – 0.02% 186
2025
Q4 		$641K Sell
16,194
-1,002
-6% -$39.1K 0.02% 173
2025
Q3 		$663K Buy
17,196
+1,002
+6% +$37.4K 0.02% 156
2025
Q2 		$580K Hold
16,194
– – 0.02% 164
2025
Q1 		$534K Sell
16,194
-319
-2% -$11.1K 0.02% 162
2024
Q4 		$571K Sell
16,513
-1,143
-6% -$40.3K 0.02% 152
2024
Q3 		$605K Buy
17,656
+1,462
+9% +$48.3K 0.02% 145
2024
Q2 		$522K Hold
16,194
– – 0.02% 150
2024
Q1 		$517K Hold
16,194
– – 0.02% 149
2023
Q4 		$473K Hold
16,194
– – 0.02% 153
2023
Q3 		$424K Hold
16,194
– – 0.02% 153
2023
Q2 		$440K Hold
16,194
– – 0.02% 151
2023
Q1 		$413K Hold
16,194
– – 0.02% 150
2022
Q4 		$393K Hold
16,194
– – 0.02% 154
2022
Q3 		$360K Buy
+16,194
New +$398K 0.02% 149

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

Destination Wealth Management's DFAC Position: Q2 2026 in Review

Destination Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 16,194 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #188.

Destination Wealth Management first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Destination Wealth Management held 16,194 shares of Dimensional US Core Equity 2 ETF worth $718K as of Q2 2026.
  • Destination Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Destination Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.