FA
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Financial Alternatives’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Financial Alternatives’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 		$37M Buy
834,859
+1,851
+0.2% +$79.2K 18.25% 1
2026
Q1 		$32.4M Buy
833,008
+192,458
+30% +$7.75M 17.45% 1
2025
Q4 		$25.4M Buy
640,550
+13,623
+2% +$532K 14.74% 1
2025
Q3 		$24.2M Buy
626,927
+6,904
+1% +$258K 14.64% 1
2025
Q2 		$22.2M Buy
620,023
+4,830
+0.8% +$161K 14.46% 1
2025
Q1 		$20.3M Sell
615,193
-24,027
-4% -$834K 14.47% 1
2024
Q4 		$22.1M Buy
639,220
+28,898
+5% +$1.02M 15.59% 1
2024
Q3 		$20.9M Sell
610,322
-1,986
-0.3% -$65.6K 14.72% 1
2024
Q2 		$19.7M Buy
612,308
+14,679
+2% +$463K 14.83% 1
2024
Q1 		$19.1M Buy
597,629
+37,426
+7% +$1.13M 14.77% 1
2023
Q4 		$16.4M Buy
560,203
+14,634
+3% +$396K 13.83% 1
2023
Q3 		$14.3M Buy
545,569
+11,813
+2% +$322K 13.24% 1
2023
Q2 		$14.5M Buy
533,756
+82,021
+18% +$2.11M 13.12% 1
2023
Q1 		$11.5M Buy
451,735
+52,187
+13% +$1.32M 11.03% 1
2022
Q4 		$9.7M Buy
+399,548
New +$9.72M 9.63% 1

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

Financial Alternatives's DFAC Position: Q2 2026 in Review

Financial Alternatives increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.22% in Q2 2026, buying an estimated $79.2K and bringing the position to 834,859 shares worth $37M. The position accounts for 18.25% of the portfolio, ranked #1.

Financial Alternatives first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,210 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Financial Alternatives held 834,859 shares of Dimensional US Core Equity 2 ETF worth $37M as of Q2 2026.
  • Financial Alternatives bought 1,851 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $79.2K.
  • Dimensional US Core Equity 2 ETF made up 18.25% of Financial Alternatives's portfolio in Q2 2026, its #1 holding.
  • Financial Alternatives first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.