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

Fiduciary Financial Group’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	$39.8M	Buy	896,427 +98,405	+12%	+$4.21M	4.51%	4
2026 Q1	$31M	Buy	798,022 +48,290	+6%	+$1.95M	4.11%	5
2025 Q4	$29.7M	Buy	749,732 +36,568	+5%	+$1.43M	4.19%	4
2025 Q3	$27.5M	Buy	713,164 +36,671	+5%	+$1.37M	4.35%	4
2025 Q2	$24.4M	Buy	676,493 +41,742	+7%	+$1.39M	4.41%	4
2025 Q1	$19.4M	Buy	634,751 +34,895	+6%	+$1.21M	4.23%	3
2024 Q4	$20.6M	Buy	599,856 +17,789	+3%	+$626K	4.48%	4
2024 Q3	$19.9M	Buy	582,067 +57,640	+11%	+$1.9M	4.57%	3
2024 Q2	$17.8M	Buy	+524,427	New	+$16.5M	4.29%	3

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

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

BWA

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

Fiduciary Financial Group's DFAC Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, buying an estimated $4.21M and bringing the position to 896,427 shares worth $39.8M. The position accounts for 4.51% of the portfolio, ranked #4.

Fiduciary Financial Group first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fiduciary Financial Group held 896,427 shares of Dimensional US Core Equity 2 ETF worth $39.8M as of Q2 2026.
Fiduciary Financial Group bought 98,405 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.21M.
Dimensional US Core Equity 2 ETF made up 4.51% of Fiduciary Financial Group's portfolio in Q2 2026, its #4 holding.
Fiduciary Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.