FWM
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FMB Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

FMB Wealth Management’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 		$44.2M Buy
1,136,845
+4,183
+0.4% +$169K 18.28% 1
2025
Q4 		$44.8M Buy
1,132,662
+50,743
+5% +$1.98M 17.69% 1
2025
Q3 		$41.7M Buy
1,081,919
+109,844
+11% +$4.1M 17.67% 1
2025
Q2 		$34.8M Buy
972,075
+117,269
+14% +$3.91M 16.59% 1
2025
Q1 		$28.2M Buy
854,806
+51,086
+6% +$1.77M 15.6% 1
2024
Q4 		$27.8M Buy
803,720
+68,100
+9% +$2.4M 15.66% 1
2024
Q3 		$25.2M Buy
735,620
+49,787
+7% +$1.64M 14.26% 1
2024
Q2 		$22.1M Buy
685,833
+44,184
+7% +$1.39M 16.81% 1
2024
Q1 		$20.5M Buy
641,649
+11,540
+2% +$348K 16.35% 1
2023
Q4 		$18.4M Buy
630,109
+29,084
+5% +$787K 16.83% 1
2023
Q3 		$15.7M Buy
601,025
+45,707
+8% +$1.25M 16.9% 1
2023
Q2 		$15.1M Buy
555,318
+48,666
+10% +$1.25M 16.01% 1
2023
Q1 		$12.9M Buy
506,652
+53,371
+12% +$1.35M 15.4% 1
2022
Q4 		$11M Buy
+453,281
New +$11M 14.17% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

FMB Wealth Management's DFAC Position: Q1 2026 in Review

FMB Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.37% in Q1 2026, buying an estimated $169K and bringing the position to 1,136,845 shares worth $44.2M. The position accounts for 18.28% of the portfolio, ranked #1.

FMB Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.8M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • FMB Wealth Management held 1,136,845 shares of Dimensional US Core Equity 2 ETF worth $44.2M as of Q1 2026.
  • FMB Wealth Management bought 4,183 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $169K.
  • Dimensional US Core Equity 2 ETF made up 18.28% of FMB Wealth Management's portfolio in Q1 2026, its #1 holding.
  • FMB Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • FMB Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $44.8M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.