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

Fermata 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 Q2	$589K	Buy	+13,269	New	+$568K	0.12%	142

Other funds holding DFAC

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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

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

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

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Fermata Advisors's DFAC Position: Q2 2026 in Review

Fermata Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 13,269 shares worth $589K. The stake represents 0.12% of the portfolio and ranks #142 among its holdings.

227 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fermata Advisors held 13,269 shares of Dimensional US Core Equity 2 ETF worth $589K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Fermata Advisors position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #142 holding.
227 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.