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Discipline Wealth Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Discipline Wealth Solutions’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 		$90.7M Buy
2,333,696
+733,307
+46% +$29.5M 9.55% 1
2025
Q4 		$63.4M Buy
1,600,389
+477,461
+43% +$18.6M 11.74% 1
2025
Q3 		$43.3M Buy
1,122,928
+164,352
+17% +$6.13M 11.42% 2
2025
Q2 		$34.4M Buy
958,576
+50,279
+6% +$1.68M 13.16% 2
2025
Q1 		$30M Buy
908,297
+33,226
+4% +$1.15M 14.3% 2
2024
Q4 		$30.3M Buy
875,071
+86,443
+11% +$3.04M 14.02% 2
2024
Q3 		$27M Buy
788,628
+99,436
+14% +$3.28M 14.27% 2
2024
Q2 		$22.2M Buy
689,192
+80,212
+13% +$2.53M 17.54% 2
2024
Q1 		$19.4M Buy
608,980
+72,100
+13% +$2.18M 17.95% 2
2023
Q4 		$16M Buy
+536,880
New +$14.5M 15.98% 2

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Discipline Wealth Solutions's DFAC Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 46% in Q1 2026, buying an estimated $29.5M and bringing the position to 2,333,696 shares worth $90.7M. The position accounts for 9.55% of the portfolio, ranked #1.

Discipline Wealth Solutions first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Discipline Wealth Solutions held 2,333,696 shares of Dimensional US Core Equity 2 ETF worth $90.7M as of Q1 2026.
  • Discipline Wealth Solutions bought 733,307 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $29.5M.
  • Dimensional US Core Equity 2 ETF made up 9.55% of Discipline Wealth Solutions's portfolio in Q1 2026, its #1 holding.
  • Discipline Wealth Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.