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

Facet Wealth 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 Q1	$1.34M	Buy	34,545 +609	+2%	+$24.5K	0.02%	88
2025 Q4	$1.39M	Buy	33,936 +11,327	+50%	+$442K	0.02%	82
2025 Q3	$872K	Buy	22,609 +54	+0.2%	+$2.02K	0.02%	91
2025 Q2	$826K	Sell	22,555 -4,866	-18%	-$162K	0.02%	79
2025 Q1	$902K	Sell	27,421 -1,016	-4%	-$35.3K	0.02%	68
2024 Q4	$1.01M	Sell	28,437 -1,594	-5%	-$56.1K	0.03%	65
2024 Q3	$1.02M	Buy	30,031 +81	+0.3%	+$2.67K	0.03%	63
2024 Q2	$986K	Buy	+29,950	New	+$944K	0.03%	60

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

Facet Wealth Inc's DFAC Position: Q1 2026 in Review

Facet Wealth Inc increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.8% in Q1 2026, buying an estimated $24.5K and bringing the position to 34,545 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #88.

Facet Wealth Inc first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Facet Wealth Inc held 34,545 shares of Dimensional US Core Equity 2 ETF worth $1.34M as of Q1 2026.
Facet Wealth Inc bought 609 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $24.5K.
Dimensional US Core Equity 2 ETF made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #88 holding.
Facet Wealth Inc first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
Facet Wealth Inc's Dimensional US Core Equity 2 ETF position peaked at $1.39M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.