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Elwood & Goetz Wealth Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$465K Sell
10,474
-193
-2% -$8.26K 0.07% 92
2026
Q1 		$415K Hold
10,667
– – 0.07% 81
2025
Q4 		$422K Sell
10,667
-17,017
-61% -$664K 0.07% 73
2025
Q3 		$1.07M Buy
27,684
+16,582
+149% +$619K 0.2% 41
2025
Q2 		$398K Sell
11,102
-94
-0.8% -$3.14K 0.09% 68
2025
Q1 		$369K Sell
11,196
-115
-1% -$3.99K 0.09% 64
2024
Q4 		$391K Sell
11,311
-95
-0.8% -$3.35K 0.1% 65
2024
Q3 		$391K Sell
11,406
-180
-2% -$5.95K 0.1% 63
2024
Q2 		$374K Sell
11,586
-882
-7% -$27.8K 0.11% 52
2024
Q1 		$398K Hold
12,468
– – 0.1% 60
2023
Q4 		$364K Sell
12,468
-2,499
-17% -$67.6K 0.08% 59
2023
Q3 		$392K Sell
14,967
-659
-4% -$18K 0.09% 52
2023
Q2 		$424K Sell
15,626
-77
-0.5% -$1.99K 0.1% 45
2023
Q1 		$400K Sell
15,703
-2,477
-14% -$62.7K 0.1% 44
2022
Q4 		$441K Sell
18,180
-883
-5% -$21.5K 0.13% 41
2022
Q3 		$424K Buy
19,063
+442
+2% +$10.9K 0.14% 42
2022
Q2 		$434K Buy
+18,621
New +$471K 0.15% 41
2022
Q1 		– Sell
-11,095
Closed -$321K – 66
2021
Q4 		$321K Sell
11,095
-1,232
-10% -$34.8K 0.1% 45
2021
Q3 		$328K Sell
12,327
-729
-6% -$19.8K 0.11% 42
2021
Q2 		$352K Buy
+13,056
New +$347K 0.13% 35

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

Elwood & Goetz Wealth Advisory Group's DFAC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.8% in Q2 2026, selling an estimated $8.26K and leaving 10,474 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #92.

Elwood & Goetz Wealth Advisory Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 10,474 shares of Dimensional US Core Equity 2 ETF worth $465K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 193 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $8.26K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #92 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $1.07M in Q3 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.