DiNuzzo Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

DiNuzzo Private Wealth’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	$40.7M	Sell	917,087 -264	-0%	-$11.3K	4.02%	10
2026 Q1	$35.6M	Buy	917,351 +9,368	+1%	+$377K	3.84%	10
2025 Q4	$35.9M	Sell	907,983 -16,139	-2%	-$630K	3.91%	10
2025 Q3	$34.9M	Buy	924,122 +3,251	+0.4%	+$121K	3.96%	10
2025 Q2	$33M	Buy	920,871 +27,293	+3%	+$910K	3.92%	10
2025 Q1	$29.5M	Buy	893,578 +13,683	+2%	+$475K	3.71%	10
2024 Q4	$30.4M	Sell	879,895 -41,610	-5%	-$1.47M	3.85%	10
2024 Q3	$31.6M	Buy	921,505 +232	+0%	+$7.66K	3.9%	10
2024 Q2	$29.7M	Sell	921,273 -19,512	-2%	-$615K	4.01%	10
2024 Q1	$30.1M	Buy	940,785 +11,041	+1%	+$333K	4.06%	10
2023 Q4	$27.2M	Buy	+929,744	New	+$25.2M	3.86%	10

Other funds holding DFAC

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

DiNuzzo Private Wealth's DFAC Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.03% in Q2 2026, selling an estimated $11.3K and leaving 917,087 shares worth $40.7M. The position accounts for 4.02% of the portfolio, ranked #10.

DiNuzzo Private Wealth first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

DiNuzzo Private Wealth held 917,087 shares of Dimensional US Core Equity 2 ETF worth $40.7M as of Q2 2026.
DiNuzzo Private Wealth sold 264 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11.3K.
Dimensional US Core Equity 2 ETF made up 4.02% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #10 holding.
DiNuzzo Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.