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

Family Wealth Partners’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	$2.75M	Hold	61,978	–	–	0.84%	25
2026 Q1	$2.41M	Hold	61,978	–	–	0.82%	26
2025 Q4	$2.45M	Hold	61,978	–	–	0.88%	24
2025 Q3	$2.39M	Hold	61,978	–	–	0.9%	25
2025 Q2	$2.22M	Hold	61,978	–	–	0.89%	25
2025 Q1	$2.04M	Buy	61,978 +1,382	+2%	+$48K	0.93%	25
2024 Q4	$2.1M	Hold	60,596	–	–	1%	25
2024 Q3	$2.08M	Hold	60,596	–	–	1.06%	26
2024 Q2	$1.95M	Hold	60,596	–	–	1.01%	26
2024 Q1	$1.94M	Hold	60,596	–	–	1.1%	25
2023 Q4	$1.77M	Buy	+60,596	New	+$1.64M	1.37%	27

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Family Wealth Partners's DFAC Position: Q2 2026 in Review

Family Wealth Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 61,978 shares worth $2.75M. The position accounts for 0.84% of the portfolio, ranked #25.

Family Wealth Partners first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Family Wealth Partners held 61,978 shares of Dimensional US Core Equity 2 ETF worth $2.75M as of Q2 2026.
Family Wealth Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.84% of Family Wealth Partners's portfolio in Q2 2026, its #25 holding.
Family Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.