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WELLINGTON-ALTUS USA INC.’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$101K Sell
2,600
-4,630
-64% -$198K 0.07% 215
2026
Q1 		$321K Buy
7,230
+4,630
+178% +$187K 0.19% 112
2025
Q4 		$103K Buy
+2,600
New +$101K 0.08% 202

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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

WELLINGTON-ALTUS USA INC.'s DFAC Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 64% in Q2 2026, selling an estimated $198K and leaving 2,600 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #215.

WELLINGTON-ALTUS USA INC. first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,600 shares of Dimensional US Core Equity 2 ETF worth $101K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 4,630 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $198K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #215 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Dimensional US Core Equity 2 ETF position peaked at $321K in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.