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Forum Financial Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Forum Financial 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
Q1 		$1.64B Buy
42,328,643
+1,259,943
+3% +$50.8M 23.27% 1
2025
Q4 		$1.63B Buy
41,068,700
+1,029,990
+3% +$40.2M 21.15% 1
2025
Q3 		$1.54B Buy
40,038,710
+1,142,049
+3% +$42.6M 21.13% 1
2025
Q2 		$1.39B Buy
38,896,661
+1,100,537
+3% +$36.7M 21.21% 1
2025
Q1 		$1.25B Buy
37,796,124
+220,622
+0.6% +$7.66M 20.64% 1
2024
Q4 		$1.3B Sell
37,575,502
-4,947
-0% -$174K 21.53% 1
2024
Q3 		$1.29B Buy
37,580,449
+250,182
+0.7% +$8.26M 21.44% 1
2024
Q2 		$1.2B Sell
37,330,267
-2,116,796
-5% -$66.8M 21.78% 1
2024
Q1 		$1.26B Sell
39,447,063
-921,623
-2% -$27.8M 21.54% 1
2023
Q4 		$1.18B Buy
40,368,686
+994,515
+3% +$26.9M 22.23% 1
2023
Q3 		$1.03B Buy
39,374,171
+225,134
+0.6% +$6.14M 22.81% 1
2023
Q2 		$1.06B Buy
39,149,037
+5,099,553
+15% +$131M 23.81% 1
2023
Q1 		$868M Buy
34,049,484
+1,540,955
+5% +$39M 25.08% 1
2022
Q4 		$789M Buy
32,508,529
+947,671
+3% +$23.1M 26% 1
2022
Q3 		$702M Buy
31,560,858
+1,342,297
+4% +$33M 33.84% 1
2022
Q2 		$704M Buy
30,218,561
+2,031,721
+7% +$51.4M 35.46% 1
2022
Q1 		$777M Buy
28,186,840
+3,102,524
+12% +$84.9M 37.51% 1
2021
Q4 		$727M Buy
+25,084,316
New +$708M 37.38% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Forum Financial Management's DFAC Position: Q1 2026 in Review

Forum Financial Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q1 2026, buying an estimated $50.8M and bringing the position to 42,328,643 shares worth $1.64B. The position accounts for 23.27% of the portfolio, ranked #1.

Forum Financial Management first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Forum Financial Management held 42,328,643 shares of Dimensional US Core Equity 2 ETF worth $1.64B as of Q1 2026.
  • Forum Financial Management bought 1,259,943 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $50.8M.
  • Dimensional US Core Equity 2 ETF made up 23.27% of Forum Financial Management's portfolio in Q1 2026, its #1 holding.
  • Forum Financial Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.