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

Elk River 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 Q1	$210K	Sell	5,411 -250	-4%	-$10.1K	0.03%	98
2025 Q4	$224K	Hold	5,661	–	–	0.04%	102
2025 Q3	$218K	Hold	5,661	–	–	0.04%	100
2025 Q2	$203K	Buy	+5,661	New	+$189K	0.03%	98
2025 Q1	–	Sell	-6,161	Closed	-$213K	–	98
2024 Q4	$213K	Hold	6,161	–	–	0.04%	95
2024 Q3	$211K	Sell	6,161 -380	-6%	-$12.6K	0.04%	95
2024 Q2	$211K	Sell	6,541 -442	-6%	-$13.9K	0.04%	89
2024 Q1	$223K	Sell	6,983 -1,062	-13%	-$32.1K	0.05%	91
2023 Q4	$235K	Sell	8,045 -595	-7%	-$16.1K	0.05%	103
2023 Q3	$226K	Sell	8,640 -600	-6%	-$16.4K	0.05%	98
2023 Q2	$251K	Hold	9,240	–	–	0.05%	93
2023 Q1	$235K	Sell	9,240 -250	-3%	-$6.33K	0.05%	97
2022 Q4	$230K	Sell	9,490 -1,000	-10%	-$24.3K	0.06%	101
2022 Q3	$233K	Hold	10,490	–	–	0.06%	95
2022 Q2	$244K	Buy	10,490 +364	+4%	+$9.22K	0.06%	94
2022 Q1	$279K	Buy	+10,126	New	+$277K	0.06%	102

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Elk River Wealth Management's DFAC Position: Q1 2026 in Review

Elk River Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.4% in Q1 2026, selling an estimated $10.1K and leaving 5,411 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #98.

Elk River Wealth Management first reported a position in DFAC in Q1 2022 and has held it in 16 quarters since. The position peaked at $279K in Q1 2022. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Elk River Wealth Management held 5,411 shares of Dimensional US Core Equity 2 ETF worth $210K as of Q1 2026.
Elk River Wealth Management sold 250 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $10.1K.
Dimensional US Core Equity 2 ETF made up 0.03% of Elk River Wealth Management's portfolio in Q1 2026, its #98 holding.
Elk River Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 16 quarters since.
Elk River Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $279K in Q1 2022.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.