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Forvis Mazars Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Forvis Mazars Wealth 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 		$59.1M Sell
1,520,771
-61,943
-4% -$2.5M 1.12% 15
2025
Q4 		$62.7M Sell
1,582,714
-122,681
-7% -$4.79M 1.18% 14
2025
Q3 		$65.8M Sell
1,705,395
-143,362
-8% -$5.35M 1.31% 12
2025
Q2 		$66.3M Sell
1,848,757
-210,879
-10% -$7.03M 1.43% 10
2025
Q1 		$67.9M Sell
2,059,636
-396,512
-16% -$13.8M 1.63% 9
2024
Q4 		$85M Sell
2,456,148
-274,635
-10% -$9.67M 1.96% 9
2024
Q3 		$93.6M Sell
2,730,783
-73,338
-3% -$2.42M 2.15% 7
2024
Q2 		$90.4M Sell
2,804,121
-48,899
-2% -$1.54M 2.26% 7
2024
Q1 		$91.2M Buy
2,853,020
+9,897
+0.3% +$299K 2.32% 7
2023
Q4 		$83.1M Sell
2,843,123
-82,131
-3% -$2.22M 2.31% 7
2023
Q3 		$76.6M Buy
2,925,254
+3,361
+0.1% +$91.7K 2.31% 6
2023
Q2 		$79.3M Buy
2,921,893
+127,005
+5% +$3.27M 2.32% 5
2023
Q1 		$71.2M Buy
2,794,888
+178,228
+7% +$4.51M 2.33% 4
2022
Q4 		$63.5M Buy
2,616,660
+222,147
+9% +$5.4M 2.22% 5
2022
Q3 		$53.3M Buy
2,394,513
+256,953
+12% +$6.31M 2.15% 5
2022
Q2 		$49.8M Buy
2,137,560
+1,751,846
+454% +$44.4M 2.01% 6
2022
Q1 		$10.6M Sell
385,714
-2,205
-0.6% -$60.4K 0.45% 28
2021
Q4 		$11.2M Buy
387,919
+1,947
+0.5% +$54.9K 0.47% 26
2021
Q3 		$10.3M Buy
385,972
+24,405
+7% +$663K 0.47% 24
2021
Q2 		$9.76M Buy
+361,567
New +$9.61M 0.45% 25

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
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
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

Forvis Mazars Wealth Advisors's DFAC Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.9% in Q1 2026, selling an estimated $2.5M and leaving 1,520,771 shares worth $59.1M. The position accounts for 1.12% of the portfolio, ranked #15.

Forvis Mazars Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $93.6M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,520,771 shares of Dimensional US Core Equity 2 ETF worth $59.1M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 61,943 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.5M.
  • Dimensional US Core Equity 2 ETF made up 1.12% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $93.6M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.