Evercore Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Evercore Wealth 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 Q1	$396K	Hold	10,182	–	–	0.01%	310
2025 Q4	$403K	Hold	10,182	–	–	0.01%	312
2025 Q3	$393K	Hold	10,182	–	–	0.01%	318
2025 Q2	$365K	Hold	10,182	–	–	0.01%	318
2025 Q1	$336K	Hold	10,182	–	–	0.01%	325
2024 Q4	$352K	Hold	10,182	–	–	0.01%	322
2024 Q3	$349K	Hold	10,182	–	–	0.01%	320
2024 Q2	$328K	Hold	10,182	–	–	0.01%	331
2024 Q1	$325K	Sell	10,182 -220	-2%	-$6.64K	0.01%	329
2023 Q4	$304K	Buy	10,402 +220	+2%	+$5.95K	0.01%	345
2023 Q3	$267K	Hold	10,182	–	–	0.01%	343
2023 Q2	$276K	Hold	10,182	–	–	0.01%	352
2023 Q1	$259K	Hold	10,182	–	–	0.01%	350
2022 Q4	$247K	Hold	10,182	–	–	0.01%	351
2022 Q3	$226K	Hold	10,182	–	–	0.01%	358
2022 Q2	$237K	Hold	10,182	–	–	0.01%	353
2022 Q1	$281K	Hold	10,182	–	–	0.01%	361
2021 Q4	$295K	Hold	10,182	–	–	﹤0.01%	360
2021 Q3	$271K	Hold	10,182	–	–	﹤0.01%	379
2021 Q2	$275K	Buy	+10,182	New	+$271K	0.01%	378

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

Evercore Wealth Management's DFAC Position: Q1 2026 in Review

Evercore Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 10,182 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #310.

Evercore Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $403K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Evercore Wealth Management held 10,182 shares of Dimensional US Core Equity 2 ETF worth $396K as of Q1 2026.
Evercore Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #310 holding.
Evercore Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Evercore Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $403K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.