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

Fortis Capital 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	$848K	Sell	19,108 -125	-0.6%	-$5.35K	0.1%	184
2026 Q1	$747K	Sell	19,233 -9,225	-32%	-$372K	0.1%	179
2025 Q4	$1.13M	Buy	+28,458	New	+$1.11M	0.17%	102
2023 Q2	–	Sell	-893	Closed	-$22.8K	–	230
2023 Q1	$22.8K	Hold	893	–	–	0.01%	390
2022 Q4	$21.7K	Buy	+893	New	+$21.7K	0.01%	396

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

Fortis Capital Advisors's DFAC Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.65% in Q2 2026, selling an estimated $5.35K and leaving 19,108 shares worth $848K. The position accounts for 0.1% of the portfolio, ranked #184.

Fortis Capital Advisors first reported a position in DFAC in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Fortis Capital Advisors held 19,108 shares of Dimensional US Core Equity 2 ETF worth $848K as of Q2 2026.
Fortis Capital Advisors sold 125 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $5.35K.
Dimensional US Core Equity 2 ETF made up 0.1% of Fortis Capital Advisors's portfolio in Q2 2026, its #184 holding.
Fortis Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 5 quarters since.
Fortis Capital Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.13M in Q4 2025.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.