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

Forteris 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
Q2 		$4.25M Buy
95,848
+425
+0.4% +$18.2K 3.48% 7
2026
Q1 		$3.71M Sell
95,423
-3,838
-4% -$155K 3.55% 7
2025
Q4 		$3.93M Buy
+99,261
New +$3.87M 3.87% 6

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Forteris Wealth Management's DFAC Position: Q2 2026 in Review

Forteris Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.45% in Q2 2026, buying an estimated $18.2K and bringing the position to 95,848 shares worth $4.25M. The position accounts for 3.48% of the portfolio, ranked #7.

Forteris Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Forteris Wealth Management held 95,848 shares of Dimensional US Core Equity 2 ETF worth $4.25M as of Q2 2026.
  • Forteris Wealth Management bought 425 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $18.2K.
  • Dimensional US Core Equity 2 ETF made up 3.48% of Forteris Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.