Equitable Holdings’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Equitable Holdings’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	$43.1M	Sell	1,087,520 -6,910	-0.6%	-$278K	0.28%	78
2025 Q4	$43.3M	Buy	1,094,430 +7,410	+0.7%	+$289K	0.3%	75
2025 Q3	$41.9M	Sell	1,087,020 -5,230	-0.5%	-$195K	0.31%	72
2025 Q2	$39.1M	Buy	1,092,250 +14,730	+1%	+$491K	0.32%	68
2025 Q1	$35.5M	Buy	1,077,520 +6,010	+0.6%	+$209K	0.34%	65
2024 Q4	$37.1M	Buy	1,071,510 +8,470	+0.8%	+$298K	0.35%	62
2024 Q3	$36.5M	Buy	1,063,040 +52,430	+5%	+$1.73M	0.35%	61
2024 Q2	$32.6M	Buy	1,010,610 +50,915	+5%	+$1.61M	0.34%	60
2024 Q1	$30.7M	Buy	959,695 +16,214	+2%	+$489K	0.35%	64
2023 Q4	$27.6M	Buy	943,481 +67,731	+8%	+$1.83M	0.34%	65
2023 Q3	$22.9M	Buy	875,750 +3,808	+0.4%	+$104K	0.33%	68
2023 Q2	$23.7M	Buy	871,942 +16,453	+2%	+$424K	0.34%	66
2023 Q1	$21.8M	Buy	855,489 +17,657	+2%	+$447K	0.35%	63
2022 Q4	$20.3M	Buy	837,832 +50,457	+6%	+$1.23M	0.35%	66
2022 Q3	$17.5M	Buy	787,375 +55,331	+8%	+$1.36M	0.34%	65
2022 Q2	$17.1M	Buy	732,044 +27,012	+4%	+$684K	0.33%	66
2022 Q1	$19.4M	Buy	705,032 +13,250	+2%	+$363K	0.32%	65
2021 Q4	$20M	Buy	691,782 +42,051	+6%	+$1.19M	0.32%	57
2021 Q3	$17.3M	Buy	649,731 +10,325	+2%	+$281K	0.29%	59
2021 Q2	$17.3M	Buy	+639,406	New	+$17M	0.3%	57

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

Equitable Holdings's DFAC Position: Q1 2026 in Review

Equitable Holdings reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.63% in Q1 2026, selling an estimated $278K and leaving 1,087,520 shares worth $43.1M. The position accounts for 0.28% of the portfolio, ranked #78.

Equitable Holdings first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $43.3M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Equitable Holdings held 1,087,520 shares of Dimensional US Core Equity 2 ETF worth $43.1M as of Q1 2026.
Equitable Holdings sold 6,910 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $278K.
Dimensional US Core Equity 2 ETF made up 0.28% of Equitable Holdings's portfolio in Q1 2026, its #78 holding.
Equitable Holdings first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Equitable Holdings's Dimensional US Core Equity 2 ETF position peaked at $43.3M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.