Destiny Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Destiny Wealth Partners’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	$518K	Hold	13,326	–	–	0.06%	137
2025 Q4	$544K	Hold	13,326	–	–	0.06%	122
2025 Q3	$514K	Hold	13,326	–	–	0.06%	126
2025 Q2	$478K	Hold	13,326	–	–	0.06%	123
2025 Q1	$440K	Hold	13,326	–	–	0.07%	112
2024 Q4	$461K	Hold	13,326	–	–	0.08%	113
2024 Q3	$457K	Hold	13,326	–	–	0.08%	106
2024 Q2	$430K	Hold	13,326	–	–	0.08%	106
2024 Q1	$426K	Hold	13,326	–	–	0.08%	104
2023 Q4	$382K	Hold	13,326	–	–	0.07%	113
2023 Q3	$349K	Hold	13,326	–	–	0.07%	119
2023 Q2	$371K	Hold	13,326	–	–	0.07%	116
2023 Q1	$340K	Hold	13,326	–	–	0.07%	121
2022 Q4	$324K	Hold	13,326	–	–	0.07%	134
2022 Q3	$296K	Hold	13,326	–	–	0.07%	131
2022 Q2	$310K	Hold	13,326	–	–	0.07%	116
2022 Q1	$368K	Hold	13,326	–	–	0.07%	111
2021 Q4	$386K	Hold	13,326	–	–	0.07%	123
2021 Q3	$354K	Hold	13,326	–	–	0.07%	124
2021 Q2	$360K	Buy	+13,326	New	+$354K	0.07%	146

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

Destiny Wealth Partners's DFAC Position: Q1 2026 in Review

Destiny Wealth Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 13,326 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #137.

Destiny Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $544K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Destiny Wealth Partners held 13,326 shares of Dimensional US Core Equity 2 ETF worth $518K as of Q1 2026.
Destiny Wealth Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.06% of Destiny Wealth Partners's portfolio in Q1 2026, its #137 holding.
Destiny Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Destiny Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $544K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.