First Foundation Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

First Foundation Advisors’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	$285K	Hold	6,430	–	–	0.01%	305
2026 Q1	$250K	Hold	6,430	–	–	0.01%	304
2025 Q4	$255K	Hold	6,430	–	–	0.01%	300
2025 Q3	$248K	Hold	6,430	–	–	0.01%	300
2025 Q2	$230K	Hold	6,430	–	–	0.01%	311
2025 Q1	$212K	Hold	6,430	–	–	0.01%	314
2024 Q4	$222K	Hold	6,430	–	–	0.01%	319
2024 Q3	$220K	Sell	6,430 -7,026	-52%	-$232K	0.01%	329
2024 Q2	$434K	Sell	13,456 -9,000	-40%	-$284K	0.02%	241
2024 Q1	$717K	Hold	22,456	–	–	0.03%	194
2023 Q4	$656K	Hold	22,456	–	–	0.03%	203
2023 Q3	$588K	Hold	22,456	–	–	0.03%	232
2023 Q2	$610K	Buy	22,456 +6,430	+40%	+$166K	0.03%	222
2023 Q1	$408K	Hold	16,026	–	–	0.02%	261
2022 Q4	$389K	Hold	16,026	–	–	0.02%	279
2022 Q3	$356K	Hold	16,026	–	–	0.02%	270
2022 Q2	$373K	Hold	16,026	–	–	0.02%	280
2022 Q1	$442K	Hold	16,026	–	–	0.02%	277
2021 Q4	$464K	Hold	16,026	–	–	0.02%	277
2021 Q3	$426K	Hold	16,026	–	–	0.02%	296
2021 Q2	$432K	Buy	+16,026	New	+$426K	0.02%	306

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

First Foundation Advisors's DFAC Position: Q2 2026 in Review

First Foundation Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,430 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #305.

First Foundation Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $717K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

First Foundation Advisors held 6,430 shares of Dimensional US Core Equity 2 ETF worth $285K as of Q2 2026.
First Foundation Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #305 holding.
First Foundation Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
First Foundation Advisors's Dimensional US Core Equity 2 ETF position peaked at $717K in Q1 2024.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.