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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
Q2 		$3.23M Sell
72,907
-5,288
-7% -$226K 0.85% 24
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
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 Insights's DFAC Position: Q2 2026 in Review

Financial Insights reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.8% in Q2 2026, selling an estimated $226K and leaving 72,907 shares worth $3.23M. The position accounts for 0.85% of the portfolio, ranked #24.

Financial Insights first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Financial Insights held 72,907 shares of Dimensional US Core Equity 2 ETF worth $3.23M as of Q2 2026.
  • Financial Insights sold 5,288 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $226K.
  • Dimensional US Core Equity 2 ETF made up 0.85% of Financial Insights's portfolio in Q2 2026, its #24 holding.
  • Financial Insights first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Insights's Dimensional US Core Equity 2 ETF position peaked at $13.5M in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.