FA
DFAC icon

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
Q2 		$1.17M Buy
26,354
+65
+0.2% +$2.78K 0.55% 35
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Fortis Advisors's DFAC Position: Q2 2026 in Review

Fortis Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $2.78K and bringing the position to 26,354 shares worth $1.17M. The position accounts for 0.55% of the portfolio, ranked #35.

Fortis Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.45M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Fortis Advisors held 26,354 shares of Dimensional US Core Equity 2 ETF worth $1.17M as of Q2 2026.
  • Fortis Advisors bought 65 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.78K.
  • Dimensional US Core Equity 2 ETF made up 0.55% of Fortis Advisors's portfolio in Q2 2026, its #35 holding.
  • Fortis Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • Fortis Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.45M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.