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

Financial Council’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	$6.46M	Buy	166,234 +5,814	+4%	+$234K	2.49%	11
2025 Q4	$6.35M	Buy	160,420 +7,698	+5%	+$300K	2.54%	11
2025 Q3	$5.89M	Sell	152,722 -10,762	-7%	-$402K	2.61%	9
2025 Q2	$5.86M	Buy	163,484 +4,964	+3%	+$166K	2.83%	9
2025 Q1	$5.23M	Buy	158,520 +10,825	+7%	+$376K	2.82%	9
2024 Q4	$5.11M	Buy	147,695 +4,463	+3%	+$157K	2.63%	11
2024 Q3	$4.91M	Buy	143,232 +1,610	+1%	+$53.2K	2.56%	12
2024 Q2	$4.57M	Buy	141,622 +981	+0.7%	+$30.9K	2.55%	13
2024 Q1	$4.49M	Buy	140,641 +3,746	+3%	+$113K	2.66%	12
2023 Q4	$4M	Buy	136,895 +12,713	+10%	+$344K	2.68%	12
2023 Q3	$3.25M	Buy	124,182 +14,493	+13%	+$396K	2.59%	12
2023 Q2	$2.98M	Buy	109,689 +7,902	+8%	+$204K	2.27%	13
2023 Q1	$2.59M	Buy	101,787 +4,219	+4%	+$107K	2.11%	13
2022 Q4	$2.37M	Buy	97,568 +21,173	+28%	+$515K	1.48%	17
2022 Q3	$1.7M	Buy	76,395 +14,916	+24%	+$366K	1.96%	16
2022 Q2	$1.43M	Buy	61,479 +10,177	+20%	+$258K	1.79%	16
2022 Q1	$1.42M	Buy	51,302 +16,594	+48%	+$454K	1.71%	16
2021 Q4	$1M	Buy	34,708 +4,724	+16%	+$133K	1.2%	20
2021 Q3	$797K	Buy	+29,984	New	+$815K	1.12%	21

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Council's DFAC Position: Q1 2026 in Review

Financial Council increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.6% in Q1 2026, buying an estimated $234K and bringing the position to 166,234 shares worth $6.46M. The position accounts for 2.49% of the portfolio, ranked #11.

Financial Council first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Financial Council held 166,234 shares of Dimensional US Core Equity 2 ETF worth $6.46M as of Q1 2026.
Financial Council bought 5,814 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $234K.
Dimensional US Core Equity 2 ETF made up 2.49% of Financial Council's portfolio in Q1 2026, its #11 holding.
Financial Council first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.