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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
Q2 		$115M Buy
2,591,864
+258,168
+11% +$11M 10.03% 1
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 $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

Discipline Wealth Solutions's DFAC Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 11% in Q2 2026, buying an estimated $11M and bringing the position to 2,591,864 shares worth $115M. The position accounts for 10.03% of the portfolio, ranked #1.

Discipline Wealth Solutions first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Discipline Wealth Solutions held 2,591,864 shares of Dimensional US Core Equity 2 ETF worth $115M as of Q2 2026.
  • Discipline Wealth Solutions bought 258,168 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11M.
  • Dimensional US Core Equity 2 ETF made up 10.03% of Discipline Wealth Solutions's portfolio in Q2 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 11 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.