First National Advisers’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

First National Advisers’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	$317K	Hold	8,158	–	–	0.05%	207
2025 Q4	$323K	Hold	8,158	–	–	0.04%	200
2025 Q3	$315K	Hold	8,158	–	–	0.04%	202
2025 Q2	$292K	Hold	8,158	–	–	0.04%	198
2025 Q1	$269K	Hold	8,158	–	–	0.04%	200
2024 Q4	$282K	Hold	8,158	–	–	0.05%	161
2024 Q3	$280K	Hold	8,158	–	–	0.04%	199
2024 Q2	$263K	Hold	8,158	–	–	0.05%	195
2024 Q1	$261K	Hold	8,158	–	–	0.06%	184
2023 Q4	$238K	Buy	+8,158	New	+$221K	0.07%	150

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

First National Advisers's DFAC Position: Q1 2026 in Review

First National Advisers held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 8,158 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #207.

First National Advisers first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $323K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

First National Advisers held 8,158 shares of Dimensional US Core Equity 2 ETF worth $317K as of Q1 2026.
First National Advisers left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.05% of First National Advisers's portfolio in Q1 2026, its #207 holding.
First National Advisers first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
First National Advisers's Dimensional US Core Equity 2 ETF position peaked at $323K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.