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

Eldridge Investment 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 		$874K Buy
22,485
+88
+0.4% +$3.54K 0.19% 74
2025
Q4 		$887K Buy
22,397
+1,219
+6% +$47.6K 0.2% 80
2025
Q3 		$817K Buy
21,178
+103
+0.5% +$3.84K 0.19% 81
2025
Q2 		$755K Sell
21,075
-197
-0.9% -$6.57K 0.16% 89
2025
Q1 		$702K Buy
21,272
+3
+0% +$104 0.16% 96
2024
Q4 		$736K Buy
21,269
+124
+0.6% +$4.37K 0.17% 89
2024
Q3 		$725K Sell
21,145
-27,363
-56% -$904K 0.17% 89
2024
Q2 		$1.56M Buy
48,508
+954
+2% +$30.1K 0.39% 58
2024
Q1 		$1.52M Sell
47,554
-60,326
-56% -$1.82M 0.39% 60
2023
Q4 		$3.15M Sell
107,880
-17,989
-14% -$487K 0.83% 29
2023
Q3 		$3.3M Buy
125,869
+432
+0.3% +$11.8K 1.09% 23
2023
Q2 		$3.41M Buy
125,437
+9,371
+8% +$242K 1.11% 24
2023
Q1 		$2.96M Buy
116,066
+11,681
+11% +$296K 1.02% 25
2022
Q4 		$2.53M Buy
104,385
+17,546
+20% +$427K 0.89% 26
2022
Q3 		$1.93M Buy
86,839
+4,124
+5% +$101K 0.75% 30
2022
Q2 		$1.93M Buy
82,715
+18,776
+29% +$475K 0.73% 28
2022
Q1 		$1.76M Buy
63,939
+18,373
+40% +$503K 0.6% 33
2021
Q4 		$1.32M Buy
45,566
+37,133
+440% +$1.05M 0.44% 38
2021
Q3 		$224K Buy
+8,433
New +$229K 0.08% 114

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 $7.79B AUM 20.38% 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

Eldridge Investment Advisors's DFAC Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.39% in Q1 2026, buying an estimated $3.54K and bringing the position to 22,485 shares worth $874K. The position accounts for 0.19% of the portfolio, ranked #74.

Eldridge Investment Advisors first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.41M in Q2 2023. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Eldridge Investment Advisors held 22,485 shares of Dimensional US Core Equity 2 ETF worth $874K as of Q1 2026.
  • Eldridge Investment Advisors bought 88 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.54K.
  • Dimensional US Core Equity 2 ETF made up 0.19% of Eldridge Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Eldridge Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $3.41M in Q2 2023.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.