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

Evoke Wealth’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 		– Sell
-78,225
Closed -$3.04M – 148
2026
Q1 		$3.04M Buy
78,225
+11
+0% +$443 0.05% 131
2025
Q4 		$3.1M Buy
78,214
+1,421
+2% +$55.5K 0.06% 129
2025
Q3 		$2.96M Buy
76,793
+1,297
+2% +$48.4K 0.06% 127
2025
Q2 		$2.71M Buy
75,496
+48,511
+180% +$1.62M 0.06% 122
2025
Q1 		$890K Buy
26,985
+1,705
+7% +$59.2K 0.02% 207
2024
Q4 		$874K Sell
25,280
-1,706
-6% -$60.1K 0.02% 194
2024
Q3 		$925K Buy
+26,986
New +$891K 0.03% 191
2024
Q2 		– Sell
-27,176
Closed -$868K – 172
2024
Q1 		$868K Buy
+27,176
New +$820K 0.03% 190
2023
Q4 		– Sell
-27,902
Closed -$731K – 154
2023
Q3 		$731K Hold
27,902
– – 0.03% 203
2023
Q2 		$758K Hold
27,902
– – 0.03% 181
2023
Q1 		$711K Sell
27,902
-790
-3% -$20K 0.03% 183
2022
Q4 		$697K Sell
28,692
-1,000
-3% -$24.3K 0.03% 187
2022
Q3 		$660K Sell
29,692
-2,455
-8% -$60.3K 0.03% 188
2022
Q2 		$749K Hold
32,147
– – 0.03% 183
2022
Q1 		$887K Hold
32,147
– – 0.03% 188
2021
Q4 		$931K Sell
32,147
-2,100
-6% -$59.3K 0.03% 189
2021
Q3 		$909K Hold
34,247
– – 0.03% 177
2021
Q2 		$924K Buy
+34,247
New +$910K 0.04% 185

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

Evoke Wealth's DFAC Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 78,225 shares — an estimated $3.04M sold.

Evoke Wealth first reported a position in DFAC in Q2 2021 and held it in 18 quarters. The position peaked at $3.1M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 78,225 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.04M.
  • Evoke Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 18 quarters.
  • Evoke Wealth's Dimensional US Core Equity 2 ETF position peaked at $3.1M in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.