EnRich Financial Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

EnRich Financial Partners’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	$554K	Buy	14,265 +1,163	+9%	+$46.9K	0.15%	37
2025 Q4	$519K	Buy	13,102 +372	+3%	+$14.5K	0.14%	35
2025 Q3	$491K	Sell	12,730 -274	-2%	-$10.2K	0.14%	37
2025 Q2	$466K	Sell	13,004 -779	-6%	-$26K	0.14%	37
2025 Q1	$455K	Buy	13,783 +688	+5%	+$23.9K	0.15%	33
2024 Q4	$453K	Sell	13,095 -289	-2%	-$10.2K	0.15%	34
2024 Q3	$459K	Buy	13,384 +902	+7%	+$29.8K	0.15%	34
2024 Q2	$402K	Sell	12,482 -2,670	-18%	-$84.2K	0.15%	34
2024 Q1	$484K	Buy	15,152 +328	+2%	+$9.9K	0.18%	30
2023 Q4	$433K	Buy	+14,824	New	+$401K	0.18%	32

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

EnRich Financial Partners's DFAC Position: Q1 2026 in Review

EnRich Financial Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.9% in Q1 2026, buying an estimated $46.9K and bringing the position to 14,265 shares worth $554K. The position accounts for 0.15% of the portfolio, ranked #37.

EnRich Financial Partners first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

EnRich Financial Partners held 14,265 shares of Dimensional US Core Equity 2 ETF worth $554K as of Q1 2026.
EnRich Financial Partners bought 1,163 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $46.9K.
Dimensional US Core Equity 2 ETF made up 0.15% of EnRich Financial Partners's portfolio in Q1 2026, its #37 holding.
EnRich Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.