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

Empirical 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 Q2	$31.3M	Sell	705,804 -5,124	-0.7%	-$219K	0.46%	40
2026 Q1	$27.6M	Sell	710,928 -4,428	-0.6%	-$178K	0.48%	36
2025 Q4	$28.3M	Sell	715,356 -787	-0.1%	-$30.7K	0.5%	34
2025 Q3	$27.6M	Sell	716,143 -9,013	-1%	-$336K	0.55%	33
2025 Q2	$26M	Sell	725,156 -9,600	-1%	-$320K	0.59%	30
2025 Q1	$24.2M	Sell	734,756 -19,719	-3%	-$685K	0.62%	28
2024 Q4	$26.1M	Buy	754,475 +8,801	+1%	+$310K	0.71%	25
2024 Q3	$25.6M	Sell	745,674 -809	-0.1%	-$26.7K	0.72%	26
2024 Q2	$24.1M	Sell	746,483 -40,285	-5%	-$1.27M	0.71%	27
2024 Q1	$25.1M	Buy	786,768 +6,411	+0.8%	+$194K	0.76%	26
2023 Q4	$22.8M	Sell	780,357 -8,587	-1%	-$232K	0.76%	26
2023 Q3	$20.7M	Sell	788,944 -2,679	-0.3%	-$73.1K	0.81%	23
2023 Q2	$21.5M	Sell	791,623 -21,373	-3%	-$551K	0.86%	26
2023 Q1	$20.7M	Sell	812,996 -18,110	-2%	-$459K	0.9%	26
2022 Q4	$20.2M	Sell	831,106 -27,102	-3%	-$659K	0.95%	23
2022 Q3	$19.1M	Sell	858,208 -14,720	-2%	-$361K	1%	22
2022 Q2	$20.3M	Sell	872,928 -41,593	-5%	-$1.05M	1.07%	22
2022 Q1	$25.2M	Buy	914,521 +1,967	+0.2%	+$53.9K	1.26%	19
2021 Q4	$26.4M	Buy	912,554 +9,092	+1%	+$257K	1.32%	19
2021 Q3	$24M	Sell	903,462 -23,281	-3%	-$633K	1.37%	18
2021 Q2	$25M	Buy	+926,743	New	+$24.6M	1.51%	17

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Empirical Wealth Management's DFAC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.72% in Q2 2026, selling an estimated $219K and leaving 705,804 shares worth $31.3M. The position accounts for 0.46% of the portfolio, ranked #40.

Empirical Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 550 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Empirical Wealth Management held 705,804 shares of Dimensional US Core Equity 2 ETF worth $31.3M as of Q2 2026.
Empirical Wealth Management sold 5,124 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $219K.
Dimensional US Core Equity 2 ETF made up 0.46% of Empirical Wealth Management's portfolio in Q2 2026, its #40 holding.
Empirical Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.