FPCP
DFAC icon

Fort Point Capital Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Fort Point Capital 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 		$9.42M Sell
242,474
-3,784
-2% -$152K 1.14% 22
2025
Q4 		$10M Sell
246,258
-10,728
-4% -$419K 1.13% 23
2025
Q3 		$9.91M Sell
256,986
-1,319
-0.5% -$49.2K 1.17% 24
2025
Q2 		$9.26M Sell
258,305
-4,966
-2% -$166K 0.67% 31
2025
Q1 		$8.69M Sell
263,271
-2,883
-1% -$100K 0.96% 25
2024
Q4 		$9.21M Buy
266,154
+2,339
+0.9% +$82.4K 1% 24
2024
Q3 		$9.05M Buy
263,815
+6,477
+3% +$214K 1.12% 20
2024
Q2 		$8.3M Hold
257,338
– – 1.05% 21
2024
Q1 		$8.22M Hold
257,338
– – 1.09% 20
2023
Q4 		$7.52M Sell
257,338
-209
-0.1% -$5.66K 1.07% 22
2023
Q3 		$6.75M Hold
257,547
– – 1.03% 21
2023
Q2 		$6.99M Hold
257,547
– – 0.99% 25
2023
Q1 		$6.56M Hold
257,547
– – 1% 25
2022
Q4 		$6.25M Sell
257,547
-8,013
-3% -$195K 0.98% 27
2022
Q3 		$5.91M Hold
265,560
– – 0.99% 28
2022
Q2 		$6.19M Buy
265,560
+1,446
+0.5% +$36.6K 1.01% 27
2022
Q1 		$7.28M Buy
264,114
+36,847
+16% +$1.01M 1.02% 28
2021
Q4 		$6.58M Buy
+227,267
New +$6.41M 0.88% 29

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

Fort Point Capital Partners's DFAC Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q1 2026, selling an estimated $152K and leaving 242,474 shares worth $9.42M. The position accounts for 1.14% of the portfolio, ranked #22.

Fort Point Capital Partners first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $10M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Fort Point Capital Partners held 242,474 shares of Dimensional US Core Equity 2 ETF worth $9.42M as of Q1 2026.
  • Fort Point Capital Partners sold 3,784 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $152K.
  • Dimensional US Core Equity 2 ETF made up 1.14% of Fort Point Capital Partners's portfolio in Q1 2026, its #22 holding.
  • Fort Point Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • Fort Point Capital Partners's Dimensional US Core Equity 2 ETF position peaked at $10M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.