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

Exencial Wealth Advisors’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 		$2.28M Sell
58,692
-5,281
-8% -$213K 0.07% 209
2025
Q4 		$2.53M Sell
63,973
-5,331
-8% -$208K 0.08% 199
2025
Q3 		$2.67M Sell
69,304
-1,336
-2% -$49.9K 0.09% 192
2025
Q2 		$2.53M Buy
70,640
+768
+1% +$25.6K 0.09% 192
2025
Q1 		$2.31M Buy
69,872
+16,731
+31% +$581K 0.09% 199
2024
Q4 		$1.84M Buy
53,141
+16,152
+44% +$569K 0.07% 220
2024
Q3 		$1.27M Buy
36,989
+887
+2% +$29.3K 0.05% 253
2024
Q2 		$1.16M Buy
36,102
+3,300
+10% +$104K 0.04% 256
2024
Q1 		$1.05M Buy
32,802
+1,042
+3% +$31.5K 0.04% 271
2023
Q4 		$928K Buy
31,760
+6,590
+26% +$178K 0.04% 269
2023
Q3 		$659K Buy
25,170
+3,604
+17% +$98.4K 0.03% 266
2023
Q2 		$586K Buy
21,566
+9,208
+75% +$237K 0.03% 276
2023
Q1 		$315K Buy
12,358
+20
+0.2% +$507 0.02% 345
2022
Q4 		$300K Buy
12,338
+44
+0.4% +$1.07K 0.02% 362
2022
Q3 		$273K Buy
12,294
+32
+0.3% +$786 0.02% 352
2022
Q2 		$286K Buy
12,262
+981
+9% +$24.8K 0.02% 353
2022
Q1 		$311K Buy
11,281
+19
+0.2% +$520 0.02% 356
2021
Q4 		$326K Buy
+11,262
New +$318K 0.02% 376
2021
Q3 		– Sell
-11,430
Closed -$308K – 346
2021
Q2 		$308K Buy
+11,430
New +$304K 0.02% 373

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Exencial Wealth Advisors's DFAC Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.3% in Q1 2026, selling an estimated $213K and leaving 58,692 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #209.

Exencial Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Exencial Wealth Advisors held 58,692 shares of Dimensional US Core Equity 2 ETF worth $2.28M as of Q1 2026.
  • Exencial Wealth Advisors sold 5,281 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $213K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • Exencial Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $2.67M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.