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

Donaldson Capital 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 		$534K Sell
13,734
-7,392
-35% -$298K 0.02% 174
2025
Q4 		$836K Buy
21,126
+403
+2% +$15.7K 0.03% 152
2025
Q3 		$799K Buy
+20,723
New +$773K 0.03% 155

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Donaldson Capital Management's DFAC Position: Q1 2026 in Review

Donaldson Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 35% in Q1 2026, selling an estimated $298K and leaving 13,734 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #174.

Donaldson Capital Management first reported a position in DFAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $836K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Donaldson Capital Management held 13,734 shares of Dimensional US Core Equity 2 ETF worth $534K as of Q1 2026.
  • Donaldson Capital Management sold 7,392 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $298K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #174 holding.
  • Donaldson Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • Donaldson Capital Management's Dimensional US Core Equity 2 ETF position peaked at $836K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.