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

Disciplined Investments’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	$337K	Buy	7,595 +1,319	+21%	+$56.4K	0.11%	111
2026 Q1	$244K	Buy	+6,276	New	+$253K	0.09%	123
2023 Q3	–	Sell	-4,511	Closed	-$122K	–	471
2023 Q2	$122K	Buy	4,511 +249	+6%	+$6.42K	0.07%	137
2023 Q1	$109K	Buy	4,262 +7	+0.2%	+$177	0.05%	161
2022 Q4	$103K	Buy	4,255 +15	+0.4%	+$365	0.05%	140
2022 Q3	$94K	Buy	4,240 +11	+0.3%	+$270	0.04%	162
2022 Q2	$99K	Buy	4,229 +95	+2%	+$2.4K	0.04%	164
2022 Q1	$114K	Buy	4,134 +6	+0.1%	+$164	0.05%	159
2021 Q4	$120K	Buy	4,128 +11	+0.3%	+$310	0.05%	142
2021 Q3	$109K	Buy	4,117 +8	+0.2%	+$217	0.05%	142
2021 Q2	$111K	Buy	+4,109	New	+$109K	0.06%	138

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

Disciplined Investments's DFAC Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 21% in Q2 2026, buying an estimated $56.4K and bringing the position to 7,595 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #111.

Disciplined Investments first reported a position in DFAC in Q2 2021 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Disciplined Investments held 7,595 shares of Dimensional US Core Equity 2 ETF worth $337K as of Q2 2026.
Disciplined Investments bought 1,319 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $56.4K.
Dimensional US Core Equity 2 ETF made up 0.11% of Disciplined Investments's portfolio in Q2 2026, its #111 holding.
Disciplined Investments first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.