DFS
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Dixon Fnancial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Dixon Fnancial Services’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 		$387K Hold
8,726
– – 0.16% 33
2026
Q1 		$339K Hold
8,726
– – 0.15% 33
2025
Q4 		$345K Hold
8,726
– – 0.15% 33
2025
Q3 		$337K Hold
8,726
– – 0.15% 34
2025
Q2 		$313K Buy
+8,726
New +$291K 0.16% 32

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dixon Fnancial Services's DFAC Position: Q2 2026 in Review

Dixon Fnancial Services held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 8,726 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #33.

Dixon Fnancial Services first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Dixon Fnancial Services held 8,726 shares of Dimensional US Core Equity 2 ETF worth $387K as of Q2 2026.
  • Dixon Fnancial Services left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.16% of Dixon Fnancial Services's portfolio in Q2 2026, its #33 holding.
  • Dixon Fnancial Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.