EK
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Evensky & Katz’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Evensky & Katz’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 		$29K Buy
656
+2
+0.3% +$86 ﹤0.01% 71
2026
Q1 		$25K Buy
654
+1
+0.2% +$40 ﹤0.01% 72
2025
Q4 		$26K Buy
653
+2
+0.3% +$78 ﹤0.01% 72
2025
Q3 		$25K Buy
651
+2
+0.3% +$75 ﹤0.01% 73
2025
Q2 		$23K Buy
649
+2
+0.3% +$67 ﹤0.01% 73
2025
Q1 		$21K Sell
647
-585
-47% -$20.3K ﹤0.01% 78
2024
Q4 		$43K Sell
1,232
-6,693
-84% -$236K ﹤0.01% 78
2024
Q3 		$272K Buy
7,925
+21
+0.3% +$694 0.02% 70
2024
Q2 		$255K Sell
7,904
-658
-8% -$20.8K 0.02% 70
2024
Q1 		$274K Buy
8,562
+14
+0.2% +$423 0.02% 69
2023
Q4 		$250K Buy
8,548
+26
+0.3% +$704 0.02% 69
2023
Q3 		$223K Buy
8,522
+27
+0.3% +$737 0.02% 68
2023
Q2 		$231K Buy
8,495
+25
+0.3% +$644 0.02% 66
2023
Q1 		$216K Buy
8,470
+17
+0.2% +$431 0.02% 67
2022
Q4 		$205K Buy
8,453
+37
+0.4% +$900 0.02% 66
2022
Q3 		$187K Buy
8,416
+27
+0.3% +$663 0.02% 67
2022
Q2 		$195K Buy
8,389
+27
+0.3% +$684 0.02% 65
2022
Q1 		$231K Sell
8,362
-3,891
-32% -$107K 0.02% 60
2021
Q4 		$355K Buy
+12,253
New +$346K 0.03% 53

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

Evensky & Katz's DFAC Position: Q2 2026 in Review

Evensky & Katz increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.31% in Q2 2026, buying an estimated $86 and bringing the position to 656 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

Evensky & Katz first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $355K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Evensky & Katz held 656 shares of Dimensional US Core Equity 2 ETF worth $29K as of Q2 2026.
  • Evensky & Katz bought 2 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $86.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Evensky & Katz's portfolio in Q2 2026, its #71 holding.
  • Evensky & Katz first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Evensky & Katz's Dimensional US Core Equity 2 ETF position peaked at $355K in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.