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

Diversify Wealth 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 Q1	$18.3M	Buy	436,833 +76,873	+21%	+$3.1M	0.33%	60
2025 Q4	$14.6M	Sell	359,960 -28,154	-7%	-$1.1M	0.68%	26
2025 Q3	$15.1M	Sell	388,114 -10,720	-3%	-$400K	0.87%	20
2025 Q2	$14.9M	Sell	398,834 -52,639	-12%	-$1.76M	0.92%	18
2025 Q1	$14.6M	Sell	451,473 -81,381	-15%	-$2.83M	1.08%	16
2024 Q4	$18.3M	Buy	532,854 +23,982	+5%	+$845K	1.43%	11
2024 Q3	$17.6M	Sell	508,872 -621,370	-55%	-$20.5M	1.69%	8
2024 Q2	$35.1M	Buy	+1,130,242	New	+$35.6M	4.36%	2

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Diversify Wealth Management's DFAC Position: Q1 2026 in Review

Diversify Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 21% in Q1 2026, buying an estimated $3.1M and bringing the position to 436,833 shares worth $18.3M. The position accounts for 0.33% of the portfolio, ranked #60.

Diversify Wealth Management first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.1M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Diversify Wealth Management held 436,833 shares of Dimensional US Core Equity 2 ETF worth $18.3M as of Q1 2026.
Diversify Wealth Management bought 76,873 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.1M.
Dimensional US Core Equity 2 ETF made up 0.33% of Diversify Wealth Management's portfolio in Q1 2026, its #60 holding.
Diversify Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $35.1M in Q2 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.