Disciplined Equity Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Disciplined Equity Management’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	$1.75M	Hold	39,340	–	–	0.77%	17
2026 Q1	$1.53M	Buy	39,340 +160	+0.4%	+$6.45K	0.77%	18
2025 Q4	$1.55M	Buy	39,180 +2,820	+8%	+$110K	0.8%	15
2025 Q3	$1.4M	Buy	36,360 +60	+0.2%	+$2.24K	0.76%	18
2025 Q2	$1.3M	Buy	36,300 +230	+0.6%	+$7.67K	0.76%	19
2025 Q1	$1.19M	Buy	36,070 +180	+0.5%	+$6.25K	0.83%	17
2024 Q4	$1.24M	Hold	35,890	–	–	0.8%	21
2024 Q3	$1.23M	Buy	35,890 +70	+0.2%	+$2.31K	0.78%	21
2024 Q2	$1.15M	Buy	35,820 +250	+0.7%	+$7.88K	0.76%	19
2024 Q1	$1.14M	Buy	35,570 +100	+0.3%	+$3.02K	0.75%	19
2023 Q4	$1.04M	Buy	35,470 +3,990	+13%	+$108K	0.71%	27
2023 Q3	$825K	Buy	31,480 +60	+0.2%	+$1.64K	0.69%	30
2023 Q2	$853K	Buy	31,420 +110	+0.4%	+$2.83K	0.7%	29
2023 Q1	$798K	Buy	31,310 +60	+0.2%	+$1.52K	0.68%	29
2022 Q4	$759K	Buy	31,250 +28,260	+945%	+$687K	0.67%	26
2022 Q3	$66K	Buy	2,990 +40	+1%	+$982	0.07%	46
2022 Q2	$69K	Buy	+2,950	New	+$74.7K	0.06%	55

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

JWA

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

Disciplined Equity Management's DFAC Position: Q2 2026 in Review

Disciplined Equity Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 39,340 shares worth $1.75M. The position accounts for 0.77% of the portfolio, ranked #17.

Disciplined Equity Management first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 593 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Disciplined Equity Management held 39,340 shares of Dimensional US Core Equity 2 ETF worth $1.75M as of Q2 2026.
Disciplined Equity Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.77% of Disciplined Equity Management's portfolio in Q2 2026, its #17 holding.
Disciplined Equity Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
593 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.