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Eaton Financial Holdings’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Eaton Financial Holdings’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 		$4.62M Buy
104,168
+16,090
+18% +$688K 1.27% 21
2026
Q1 		$3.42M Buy
88,078
+961
+1% +$38.7K 1.12% 23
2025
Q4 		$3.45M Buy
87,117
+7,589
+10% +$296K 0.93% 27
2025
Q3 		$3.07M Sell
79,528
-18
-0% -$672 0.86% 32
2025
Q2 		$2.85M Buy
+79,546
New +$2.65M 0.88% 27

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Eaton Financial Holdings's DFAC Position: Q2 2026 in Review

Eaton Financial Holdings increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 18% in Q2 2026, buying an estimated $688K and bringing the position to 104,168 shares worth $4.62M. The position accounts for 1.27% of the portfolio, ranked #21.

Eaton Financial Holdings first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Eaton Financial Holdings held 104,168 shares of Dimensional US Core Equity 2 ETF worth $4.62M as of Q2 2026.
  • Eaton Financial Holdings bought 16,090 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $688K.
  • Dimensional US Core Equity 2 ETF made up 1.27% of Eaton Financial Holdings's portfolio in Q2 2026, its #21 holding.
  • Eaton Financial Holdings first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.