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EP Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

EP Wealth Advisors’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 		$53.2M Sell
1,368,036
-7,489
-0.5% -$302K 0.26% 63
2025
Q4 		$54.5M Buy
+1,375,525
New +$53.7M 0.28% 60
2025
Q2 		$46.6M Sell
1,299,720
-169,494
-12% -$5.65M 0.31% 63
2025
Q1 		$48.5M Buy
1,469,214
+286,187
+24% +$9.93M 0.39% 58
2024
Q4 		$40.9M Buy
1,183,027
+206,240
+21% +$7.26M 0.33% 64
2024
Q3 		$33.5M Sell
976,787
-17,477
-2% -$577K 0.29% 72
2024
Q2 		$32.1M Buy
994,264
+2,733
+0.3% +$86.2K 0.34% 67
2024
Q1 		$31.7M Buy
991,531
+8,090
+0.8% +$244K 0.37% 65
2023
Q4 		$28.7M Sell
983,441
-1,937
-0.2% -$52.4K 0.37% 68
2023
Q3 		$25.8M Buy
985,378
+973,954
+8,526% +$26.6M 0.4% 63
2023
Q2 		$29.6M Buy
11,424
+113
+1% +$2.91K 0.43% 59
2023
Q1 		$323K Sell
11,311
-1,082,006
-99% -$27.4M 0.01% 474
2022
Q4 		$26.5M Sell
1,093,317
-55,834
-5% -$1.36M 0.48% 53
2022
Q3 		$25.6M Sell
1,149,151
-8,677
-0.7% -$213K 0.58% 45
2022
Q2 		$27M Sell
1,157,828
-14,351
-1% -$363K 0.61% 42
2022
Q1 		$32.3M Buy
+1,172,179
New +$32.1M 0.71% 39
2021
Q3 		– Sell
-215,557
Closed -$5.82M – 536
2021
Q2 		$5.82M Buy
+215,557
New +$5.73M 0.16% 91

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

EP Wealth Advisors's DFAC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.54% in Q1 2026, selling an estimated $302K and leaving 1,368,036 shares worth $53.2M. The position accounts for 0.26% of the portfolio, ranked #63.

EP Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 17 quarters since. The position peaked at $54.5M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • EP Wealth Advisors held 1,368,036 shares of Dimensional US Core Equity 2 ETF worth $53.2M as of Q1 2026.
  • EP Wealth Advisors sold 7,489 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $302K.
  • Dimensional US Core Equity 2 ETF made up 0.26% of EP Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 17 quarters since.
  • EP Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $54.5M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.