Envestnet Portfolio Solutions
DFAC icon

Envestnet Portfolio Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Envestnet Portfolio Solutions’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 		$446K Buy
10,062
+1,462
+17% +$62.5K ﹤0.01% 1035
2026
Q1 		$334K Sell
8,600
-17,803
-67% -$717K ﹤0.01% 1068
2025
Q4 		$1.05M Buy
26,403
+74
+0.3% +$2.89K ﹤0.01% 739
2025
Q3 		$1.02M Sell
26,329
-17,405
-40% -$650K ﹤0.01% 733
2025
Q2 		$1.57M Buy
43,734
+505
+1% +$16.8K 0.01% 643
2025
Q1 		$1.43M Sell
43,229
-94,898
-69% -$3.29M 0.01% 694
2024
Q4 		$4.78M Sell
138,127
-10,447
-7% -$368K 0.02% 408
2024
Q3 		$5.09M Buy
148,574
+73,587
+98% +$2.43M 0.02% 386
2024
Q2 		$2.42M Sell
74,987
-7,030
-9% -$222K 0.01% 581
2024
Q1 		$2.62M Sell
82,017
-8,350
-9% -$252K 0.01% 554
2023
Q4 		$2.64M Sell
90,367
-2,307
-2% -$62.4K 0.01% 518
2023
Q3 		$2.43M Buy
+92,674
New +$2.53M 0.01% 491

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

Envestnet Portfolio Solutions's DFAC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 17% in Q2 2026, buying an estimated $62.5K and bringing the position to 10,062 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Envestnet Portfolio Solutions first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.09M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,062 shares of Dimensional US Core Equity 2 ETF worth $446K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,462 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $62.5K.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1035 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Dimensional US Core Equity 2 ETF position peaked at $5.09M in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.