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

Forefront Wealth Partners’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 		$1.07M Buy
27,663
+21,161
+325% +$853K 0.45% 55
2025
Q4 		$257K Buy
+6,502
New +$254K 0.12% 121

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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

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

Forefront Wealth Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 325% in Q1 2026, buying an estimated $853K and bringing the position to 27,663 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #55.

Forefront Wealth Partners first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Forefront Wealth Partners held 27,663 shares of Dimensional US Core Equity 2 ETF worth $1.07M as of Q1 2026.
  • Forefront Wealth Partners bought 21,161 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $853K.
  • Dimensional US Core Equity 2 ETF made up 0.45% of Forefront Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Forefront Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.