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

Financial Insights’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	$3.04M	Sell	78,195 -4,717	-6%	-$190K	0.98%	21
2025 Q4	$3.28M	Sell	82,912 -6,340	-7%	-$247K	1.1%	18
2025 Q3	$3.44M	Sell	89,252 -18,869	-17%	-$704K	1.14%	18
2025 Q2	$3.88M	Sell	108,121 -52,641	-33%	-$1.76M	1.42%	16
2025 Q1	$5.3M	Sell	160,762 -37,712	-19%	-$1.31M	2.11%	12
2024 Q4	$6.87M	Sell	198,474 -37,877	-16%	-$1.33M	2.55%	12
2024 Q3	$8.1M	Sell	236,351 -42,590	-15%	-$1.41M	2.56%	11
2024 Q2	$8.99M	Sell	278,941 -34,641	-11%	-$1.09M	2.5%	11
2024 Q1	$10M	Sell	313,582 -122,473	-28%	-$3.7M	2.79%	10
2023 Q4	$12.7M	Sell	436,055 -21,056	-5%	-$570K	3.99%	7
2023 Q3	$11.6M	Sell	457,111 -40,969	-8%	-$1.12M	4.14%	6
2023 Q2	$13.5M	Buy	498,080 +64,691	+15%	+$1.67M	4.97%	6
2023 Q1	$11M	Buy	433,389 +158,461	+58%	+$4.01M	4.5%	6
2022 Q4	$6.68M	Buy	274,928 +128,870	+88%	+$3.13M	3.16%	7
2022 Q3	$3.25M	Buy	146,058 +110,752	+314%	+$2.72M	2.19%	9
2022 Q2	$823K	Buy	+35,306	New	+$894K	0.84%	31

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 $7.07B 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 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 Insights's DFAC Position: Q1 2026 in Review

Financial Insights reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.7% in Q1 2026, selling an estimated $190K and leaving 78,195 shares worth $3.04M. The position accounts for 0.98% of the portfolio, ranked #21.

Financial Insights first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q2 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Financial Insights held 78,195 shares of Dimensional US Core Equity 2 ETF worth $3.04M as of Q1 2026.
Financial Insights sold 4,717 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $190K.
Dimensional US Core Equity 2 ETF made up 0.98% of Financial Insights's portfolio in Q1 2026, its #21 holding.
Financial Insights first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
Financial Insights's Dimensional US Core Equity 2 ETF position peaked at $13.5M in Q2 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.