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 Q2	$10.9M	Buy	246,063 +3,589	+1%	+$154K	0.76%	25
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Fort Point Capital Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q2 2026, buying an estimated $154K and bringing the position to 246,063 shares worth $10.9M. The position accounts for 0.76% of the portfolio, ranked #25.

Fort Point Capital Partners first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fort Point Capital Partners held 246,063 shares of Dimensional US Core Equity 2 ETF worth $10.9M as of Q2 2026.
Fort Point Capital Partners bought 3,589 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $154K.
Dimensional US Core Equity 2 ETF made up 0.76% of Fort Point Capital Partners's portfolio in Q2 2026, its #25 holding.
Fort Point Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.