Evergreen Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Evergreen Capital 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	$1.38M	Sell	35,483 -3,370	-9%	-$136K	0.03%	399
2025 Q4	$1.54M	Hold	38,853	–	–	0.03%	365
2025 Q3	$1.5M	Buy	38,853 +3,370	+9%	+$126K	0.04%	332
2025 Q2	$1.27M	Buy	35,483 +200	+0.6%	+$6.67K	0.04%	321
2025 Q1	$1.16M	Hold	35,283	–	–	0.04%	310
2024 Q4	$1.22M	Hold	35,283	–	–	0.04%	309
2024 Q3	$1.21M	Hold	35,283	–	–	0.04%	312
2024 Q2	$1.14M	Hold	35,283	–	–	0.04%	294
2024 Q1	$1.13M	Hold	35,283	–	–	0.04%	283
2023 Q4	$1.03M	Hold	35,283	–	–	0.04%	289
2023 Q3	$924K	Hold	35,283	–	–	0.04%	296
2023 Q2	$958K	Hold	35,283	–	–	0.04%	291
2023 Q1	$899K	Hold	35,283	–	–	0.04%	287
2022 Q4	$857K	Hold	35,283	–	–	0.04%	297
2022 Q3	$785K	Hold	35,283	–	–	0.04%	283
2022 Q2	$822K	Hold	35,283	–	–	0.04%	271
2022 Q1	$973K	Hold	35,283	–	–	0.04%	289
2021 Q4	$1.02M	Hold	35,283	–	–	0.04%	284
2021 Q3	$937K	Hold	35,283	–	–	0.04%	286
2021 Q2	$952K	Buy	+35,283	New	+$938K	0.05%	271

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

Evergreen Capital Management's DFAC Position: Q1 2026 in Review

Evergreen Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.7% in Q1 2026, selling an estimated $136K and leaving 35,483 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #399.

Evergreen Capital Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Evergreen Capital Management held 35,483 shares of Dimensional US Core Equity 2 ETF worth $1.38M as of Q1 2026.
Evergreen Capital Management sold 3,370 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $136K.
Dimensional US Core Equity 2 ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #399 holding.
Evergreen Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Evergreen Capital Management's Dimensional US Core Equity 2 ETF position peaked at $1.54M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.