DHJJ Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

DHJJ Financial Advisors’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	$115K	Sell	2,587 -268	-9%	-$11.5K	0.03%	294
2026 Q1	$111K	Hold	2,855	–	–	0.04%	275
2025 Q4	$113K	Hold	2,855	–	–	0.04%	258
2025 Q3	$110K	Hold	2,855	–	–	0.04%	245
2025 Q2	$102K	Hold	2,855	–	–	0.04%	246
2025 Q1	$94.2K	Sell	2,855 -1,820	-39%	-$63.2K	0.04%	230
2024 Q4	$162K	Hold	4,675	–	–	0.06%	175
2024 Q3	$160K	Sell	4,675 -305	-6%	-$10.1K	0.06%	168
2024 Q2	$161K	Sell	4,980 -2,840	-36%	-$89.6K	0.07%	158
2024 Q1	$250K	Sell	7,820 -850	-10%	-$25.7K	0.11%	129
2023 Q4	$253K	Sell	8,670 -2,411	-22%	-$65.2K	0.12%	121
2023 Q3	$290K	Sell	11,081 -620	-5%	-$16.9K	0.15%	104
2023 Q2	$318K	Sell	11,701 -2,695	-19%	-$69.5K	0.17%	107
2023 Q1	$367K	Sell	14,396 -470	-3%	-$11.9K	0.2%	96
2022 Q4	$361K	Sell	14,866 -3,213	-18%	-$78.2K	0.21%	96
2022 Q3	$402K	Sell	18,079 -630	-3%	-$15.5K	0.23%	85
2022 Q2	$436K	Sell	18,709 -1,650	-8%	-$41.8K	0.24%	84
2022 Q1	$563K	Hold	20,359	–	–	0.27%	73
2021 Q4	$590K	Hold	20,359	–	–	0.28%	69
2021 Q3	$541K	Sell	20,359 -160	-0.8%	-$4.35K	0.28%	69
2021 Q2	$554K	Buy	+20,519	New	+$545K	0.29%	64

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

DHJJ Financial Advisors's DFAC Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.4% in Q2 2026, selling an estimated $11.5K and leaving 2,587 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #294.

DHJJ Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $590K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

DHJJ Financial Advisors held 2,587 shares of Dimensional US Core Equity 2 ETF worth $115K as of Q2 2026.
DHJJ Financial Advisors sold 268 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11.5K.
Dimensional US Core Equity 2 ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #294 holding.
DHJJ Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
DHJJ Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $590K in Q4 2021.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.