Fortis Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Fortis Advisors’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	$1.02M	Buy	26,289 +66	+0.3%	+$2.66K	0.51%	36
2025 Q4	$1.04M	Buy	26,223 +61	+0.2%	+$2.38K	0.56%	35
2025 Q3	$1.01M	Buy	26,162 +72	+0.3%	+$2.69K	0.57%	37
2025 Q2	$935K	Sell	26,090 -7,199	-22%	-$240K	0.6%	29
2025 Q1	$1.1M	Sell	33,289 -8,758	-21%	-$304K	0.72%	30
2024 Q4	$1.45M	Buy	42,047 +121	+0.3%	+$4.26K	0.95%	28
2024 Q3	$1.44M	Buy	41,926 +115	+0.3%	+$3.8K	0.93%	27
2024 Q2	$1.35M	Buy	41,811 +125	+0.3%	+$3.94K	0.95%	28
2024 Q1	$1.33M	Buy	41,686 +86	+0.2%	+$2.6K	0.89%	27
2023 Q4	$1.22M	Buy	41,600 +146	+0.4%	+$3.95K	0.87%	28
2023 Q3	$1.09M	Buy	41,454 +152	+0.4%	+$4.15K	0.82%	29
2023 Q2	$1.12M	Buy	41,302 +143	+0.3%	+$3.69K	0.8%	26
2023 Q1	$1.05M	Buy	41,159 +99	+0.2%	+$2.51K	0.69%	26
2022 Q4	$997K	Buy	41,060 +209	+0.5%	+$5.08K	0.76%	24
2022 Q3	$909K	Sell	40,851 -93	-0.2%	-$2.28K	0.65%	30
2022 Q2	$954K	Buy	40,944 +152	+0.4%	+$3.85K	0.63%	30
2022 Q1	$1.13M	Buy	40,792 +91	+0.2%	+$2.49K	0.62%	32
2021 Q4	$1.18M	Buy	40,701 +165	+0.4%	+$4.66K	0.68%	30
2021 Q3	$1.08M	Buy	40,536 +113	+0.3%	+$3.07K	0.66%	31
2021 Q2	$1.09M	Buy	+40,423	New	+$1.07M	0.63%	35

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fortis Advisors's DFAC Position: Q1 2026 in Review

Fortis Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, buying an estimated $2.66K and bringing the position to 26,289 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #36.

Fortis Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Fortis Advisors held 26,289 shares of Dimensional US Core Equity 2 ETF worth $1.02M as of Q1 2026.
Fortis Advisors bought 66 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.66K.
Dimensional US Core Equity 2 ETF made up 0.51% of Fortis Advisors's portfolio in Q1 2026, its #36 holding.
Fortis Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Fortis Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.45M in Q4 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.