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

Evolution 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
Q2 		$14.8K Hold
334
– – 0.01% 519
2026
Q1 		$13K Hold
334
– – 0.01% 481
2025
Q4 		$13.2K Buy
+334
New +$13K 0.01% 408

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FFM
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Focus Partners Wealth
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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

Evolution Wealth Management's DFAC Position: Q2 2026 in Review

Evolution Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 334 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #519.

Evolution Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Evolution Wealth Management held 334 shares of Dimensional US Core Equity 2 ETF worth $14.8K as of Q2 2026.
  • Evolution Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Evolution Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.