Focus Partners Wealth
DFAC icon

Focus Partners Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Focus Partners Wealth’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 		$1.66B Sell
42,584,120
-120,789
-0.3% -$4.87M 1.85% 5
2025
Q4 		$1.69B Buy
42,704,909
+180,988
+0.4% +$7.06M 1.93% 5
2025
Q3 		$1.64B Buy
42,523,921
+1,553,996
+4% +$58M 2.65% 3
2025
Q2 		$1.47B Buy
40,969,925
+653,375
+2% +$21.8M 3.18% 1
2025
Q1 		$1.33B Buy
40,316,550
+1,486,188
+4% +$51.6M 3.33% 1
2024
Q4 		$1.34B Buy
38,830,362
+114,059
+0.3% +$4.02M 3.49% 2
2024
Q3 		$1.33B Buy
38,716,303
+38,066,458
+5,858% +$1.26B 4.23% 1
2024
Q2 		$21M Buy
649,845
+52,101
+9% +$1.64M 0.07% 237
2024
Q1 		$19.1M Buy
597,744
+42,508
+8% +$1.28M 0.16% 150
2023
Q4 		$16.2M Buy
+555,236
New +$15M 0.21% 121

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Focus Partners Wealth's DFAC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.28% in Q1 2026, selling an estimated $4.87M and leaving 42,584,120 shares worth $1.66B. The position accounts for 1.85% of the portfolio, ranked #5.

Focus Partners Wealth first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69B in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Focus Partners Wealth held 42,584,120 shares of Dimensional US Core Equity 2 ETF worth $1.66B as of Q1 2026.
  • Focus Partners Wealth sold 120,789 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.87M.
  • Dimensional US Core Equity 2 ETF made up 1.85% of Focus Partners Wealth's portfolio in Q1 2026, its #5 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Dimensional US Core Equity 2 ETF position peaked at $1.69B in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.