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Fiduciary Alliance’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Fiduciary Alliance’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 		$540K Sell
13,043
-600
-4% -$24.2K 0.03% 360
2025
Q4 		$540K Hold
13,643
– – 0.04% 331
2025
Q3 		$526K Sell
13,643
-77
-0.6% -$2.87K 0.04% 339
2025
Q2 		$492K Buy
13,720
+1,266
+10% +$42.2K 0.04% 328
2025
Q1 		$411K Sell
12,454
-689
-5% -$23.9K 0.04% 281
2024
Q4 		$455K Sell
13,143
-145
-1% -$5.11K 0.05% 246
2024
Q3 		$456K Sell
13,288
-1,438
-10% -$47.5K 0.06% 165
2024
Q2 		$477K Hold
14,726
– – 0.08% 133
2024
Q1 		$469K Buy
14,726
+326
+2% +$9.84K 0.08% 125
2023
Q4 		$421K Hold
14,400
– – 0.08% 123
2023
Q3 		$377K Hold
14,400
– – 0.09% 125
2023
Q2 		$391K Hold
14,400
– – 0.08% 115
2023
Q1 		$367K Hold
14,400
– – 0.09% 108
2022
Q4 		$350K Buy
+14,400
New +$350K 0.09% 106

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

Fiduciary Alliance's DFAC Position: Q1 2026 in Review

Fiduciary Alliance reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.4% in Q1 2026, selling an estimated $24.2K and leaving 13,043 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #360.

Fiduciary Alliance first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Fiduciary Alliance held 13,043 shares of Dimensional US Core Equity 2 ETF worth $540K as of Q1 2026.
  • Fiduciary Alliance sold 600 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $24.2K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #360 holding.
  • Fiduciary Alliance first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.