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Efficient Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Efficient Advisors’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 		$30.4M Sell
782,273
-543,906
-41% -$21.9M 2.16% 19
2025
Q4 		$52.5M Sell
1,326,179
-275,273
-17% -$10.7M 3.06% 11
2025
Q3 		$61.8M Buy
1,601,452
+36,639
+2% +$1.37M 3.48% 11
2025
Q2 		$56.1M Buy
1,564,813
+134,183
+9% +$4.48M 3.34% 11
2025
Q1 		$47.2M Buy
1,430,630
+18,628
+1% +$647K 3.07% 12
2024
Q4 		$48.8M Sell
1,412,002
-979
-0.1% -$34.5K 3.14% 11
2024
Q3 		$48.5M Buy
1,412,981
+11,433
+0.8% +$378K 3.04% 12
2024
Q2 		$45.2M Sell
1,401,548
-21,540
-2% -$679K 2.93% 11
2024
Q1 		$45.5M Buy
1,423,088
+13,361
+0.9% +$403K 2.92% 11
2023
Q4 		$41.2M Buy
1,409,727
+10,952
+0.8% +$296K 2.78% 12
2023
Q3 		$36.6M Sell
1,398,775
-34,062
-2% -$930K 2.48% 13
2023
Q2 		$38.9M Buy
1,432,837
+29,530
+2% +$761K 2.54% 12
2023
Q1 		$35.8M Buy
1,403,307
+67,892
+5% +$1.72M 2.49% 12
2022
Q4 		$32.4M Buy
1,335,415
+1,325,038
+12,769% +$32.2M 3.3% 9
2022
Q3 		$231K Buy
+10,377
New +$255K 0.02% 63
2022
Q1 		– Sell
-56,438
Closed -$1.64M – 62
2021
Q4 		$1.64M Buy
56,438
+1,622
+3% +$45.8K 0.12% 38
2021
Q3 		$1.46M Buy
54,816
+4,075
+8% +$111K 0.14% 38
2021
Q2 		$1.37M Buy
+50,741
New +$1.35M 0.17% 38

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Efficient Advisors's DFAC Position: Q1 2026 in Review

Efficient Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 41% in Q1 2026, selling an estimated $21.9M and leaving 782,273 shares worth $30.4M. The position accounts for 2.16% of the portfolio, ranked #19.

Efficient Advisors first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $61.8M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Efficient Advisors held 782,273 shares of Dimensional US Core Equity 2 ETF worth $30.4M as of Q1 2026.
  • Efficient Advisors sold 543,906 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $21.9M.
  • Dimensional US Core Equity 2 ETF made up 2.16% of Efficient Advisors's portfolio in Q1 2026, its #19 holding.
  • Efficient Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
  • Efficient Advisors's Dimensional US Core Equity 2 ETF position peaked at $61.8M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.