Forthright Family Wealth Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Forthright Family Wealth Advisory’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	$12.9M	Buy	+291,271	New	+$12.5M	7.31%	3
2026 Q1	–	Sell	-293,543	Closed	-$11.6M	–	68
2025 Q4	$11.6M	Buy	293,543 +5,789	+2%	+$226K	7.3%	4
2025 Q3	$11.1M	Sell	287,754 -4,667	-2%	-$174K	6.82%	4
2025 Q2	$10.5M	Sell	292,421 -1,913	-0.6%	-$63.8K	6.64%	5
2025 Q1	$9.71M	Buy	294,334 +6,207	+2%	+$215K	6.41%	6
2024 Q4	$9.97M	Buy	288,127 +21,804	+8%	+$768K	6.48%	6
2024 Q3	$9.71M	Buy	+266,323	New	+$8.8M	6.24%	5

Other funds holding DFAC

FFM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Forthright Family Wealth Advisory's DFAC Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 291,271 shares worth $12.9M. The stake represents 7.31% of the portfolio and ranks #3 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in DFAC as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Forthright Family Wealth Advisory held 291,271 shares of Dimensional US Core Equity 2 ETF worth $12.9M as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 7.31% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #3 holding.
Forthright Family Wealth Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
625 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.