Envestnet Asset Management
DFAC icon

Envestnet Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Envestnet Asset 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 		$613M Buy
13,812,388
+552,680
+4% +$23.6M 0.14% 115
2026
Q1 		$515M Buy
13,259,708
+1,167,601
+10% +$47M 0.14% 125
2025
Q4 		$479M Sell
12,092,107
-749,683
-6% -$29.3M 0.14% 118
2025
Q3 		$495M Sell
12,841,790
-41,987,313
-77% -$1.57B 0.14% 117
2025
Q2 		$1.97B Buy
54,829,103
+2,622,796
+5% +$87.5M 0.57% 29
2025
Q1 		$1.72B Sell
52,206,307
-5,056,392
-9% -$176M 0.56% 29
2024
Q4 		$1.98B Buy
57,262,699
+673,178
+1% +$23.7M 0.64% 26
2024
Q3 		$1.94B Buy
56,589,521
+3,156,446
+6% +$104M 0.63% 26
2024
Q2 		$1.72B Buy
53,433,075
+1,598,446
+3% +$50.4M 0.6% 28
2024
Q1 		$1.66B Buy
51,834,629
+2,278,864
+5% +$68.8M 0.62% 27
2023
Q4 		$1.45B Buy
49,555,765
+3,409,362
+7% +$92.3M 0.6% 27
2023
Q3 		$1.21B Buy
46,146,403
+4,455,197
+11% +$122M 0.55% 32
2023
Q2 		$1.13B Buy
41,691,206
+13,257,874
+47% +$342M 0.5% 34
2023
Q1 		$724M Buy
28,433,332
+6,270,617
+28% +$159M 0.35% 47
2022
Q4 		$538M Buy
22,162,715
+6,169,030
+39% +$150M 0.28% 65
2022
Q3 		$356M Buy
15,993,685
+317,458
+2% +$7.79M 0.2% 88
2022
Q2 		$365M Sell
15,676,227
-347,276
-2% -$8.79M 0.2% 91
2022
Q1 		$442M Buy
16,023,503
+747,011
+5% +$20.5M 0.22% 80
2021
Q4 		$443M Sell
15,276,492
-531,600
-3% -$15M 0.22% 84
2021
Q3 		$420M Sell
15,808,092
-278,786
-2% -$7.57M 0.23% 77
2021
Q2 		$434M Buy
+16,086,878
New +$427M 0.25% 77

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

Envestnet Asset Management's DFAC Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.2% in Q2 2026, buying an estimated $23.6M and bringing the position to 13,812,388 shares worth $613M. The position accounts for 0.14% of the portfolio, ranked #115.

Envestnet Asset Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.98B in Q4 2024. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Envestnet Asset Management held 13,812,388 shares of Dimensional US Core Equity 2 ETF worth $613M as of Q2 2026.
  • Envestnet Asset Management bought 552,680 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $23.6M.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Envestnet Asset Management's portfolio in Q2 2026, its #115 holding.
  • Envestnet Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's Dimensional US Core Equity 2 ETF position peaked at $1.98B in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.