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

Dopkins 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
Q2 		$39.3M Sell
885,725
-3,060
-0.3% -$131K 14.28% 1
2026
Q1 		$34.5M Sell
888,785
-57,816
-6% -$2.33M 13.88% 1
2025
Q4 		$37.5M Buy
946,601
+123
+0% +$4.8K 15.31% 1
2025
Q3 		$36.5M Sell
946,478
-443
-0% -$16.5K 15.4% 1
2025
Q2 		$33.9M Sell
946,921
-415
-0% -$13.8K 15.22% 1
2025
Q1 		$31.3M Sell
947,336
-3,268
-0.3% -$113K 15.89% 1
2024
Q4 		$32.9M Buy
950,604
+77,481
+9% +$2.73M 16.75% 1
2024
Q3 		$29.9M Sell
873,123
-124,250
-12% -$4.1M 24.18% 1
2024
Q2 		$32.2M Sell
997,373
-30,868
-3% -$973K 19.55% 1
2024
Q1 		$32.9M Buy
1,028,241
+82,229
+9% +$2.48M 19.79% 1
2023
Q4 		$27.7M Sell
946,012
-159,756
-14% -$4.32M 21.51% 1
2023
Q3 		$29M Buy
1,105,768
+164,102
+17% +$4.48M 21.93% 1
2023
Q2 		$25.6M Sell
941,666
-16,269
-2% -$419K 22.77% 1
2023
Q1 		$24.4M Sell
957,935
-236,020
-20% -$5.98M 22.85% 1
2022
Q4 		$29M Buy
1,193,955
+15,323
+1% +$373K 25.52% 1
2022
Q3 		$26.2M Sell
1,178,632
-12,495
-1% -$307K 29.37% 1
2022
Q2 		$27.8M Buy
1,191,127
+3,100
+0.3% +$78.5K 29.97% 1
2022
Q1 		$32.8M Sell
1,188,027
-2,833
-0.2% -$77.6K 35.57% 1
2021
Q4 		$34.5M Buy
+1,190,860
New +$33.6M 34.05% 1

Other funds holding DFAC

AC
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Dopkins Wealth Management's DFAC Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.34% in Q2 2026, selling an estimated $131K and leaving 885,725 shares worth $39.3M. The position accounts for 14.28% of the portfolio, ranked #1.

Dopkins Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Dopkins Wealth Management held 885,725 shares of Dimensional US Core Equity 2 ETF worth $39.3M as of Q2 2026.
  • Dopkins Wealth Management sold 3,060 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $131K.
  • Dimensional US Core Equity 2 ETF made up 14.28% of Dopkins Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Dopkins Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.