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Everest Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Everest Financial Group’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 		$5.94M Buy
133,876
+2,861
+2% +$122K 0.8% 30
2026
Q1 		$5.09M Buy
+131,015
New +$5.28M 0.84% 33

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Everest Financial Group's DFAC Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q2 2026, buying an estimated $122K and bringing the position to 133,876 shares worth $5.94M. The position accounts for 0.8% of the portfolio, ranked #30.

Everest Financial Group first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Everest Financial Group held 133,876 shares of Dimensional US Core Equity 2 ETF worth $5.94M as of Q2 2026.
  • Everest Financial Group bought 2,861 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $122K.
  • Dimensional US Core Equity 2 ETF made up 0.8% of Everest Financial Group's portfolio in Q2 2026, its #30 holding.
  • Everest Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.