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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
Q2 		– Sell
-13,043
Closed -$540K – 553
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 $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Fiduciary Alliance sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 13,043 shares — an estimated $540K sold.

Fiduciary Alliance first reported a position in DFAC in Q4 2022 and held it in 14 quarters. The position peaked at $540K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Fiduciary Alliance reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 13,043 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $540K.
  • Fiduciary Alliance first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and held it in 14 quarters.
  • Fiduciary Alliance's Dimensional US Core Equity 2 ETF position peaked at $540K in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.