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

Francis Financial’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 		$1.27M Sell
28,692
-1,983
-6% -$84.8K 0.21% 47
2026
Q1 		$1.19M Sell
30,675
-2,220
-7% -$89.4K 0.22% 44
2025
Q4 		$1.3M Buy
32,895
+18,019
+121% +$703K 0.25% 44
2025
Q3 		$574K Hold
14,876
– – 0.1% 66
2025
Q2 		$533K Hold
14,876
– – 0.12% 56
2025
Q1 		$491K Hold
14,876
– – 0.12% 52
2024
Q4 		$515K Sell
14,876
-4,851
-25% -$171K 0.13% 54
2024
Q3 		$676K Hold
19,727
– – 0.18% 42
2024
Q2 		$636K Buy
+19,727
New +$622K 0.19% 40

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

Francis Financial's DFAC Position: Q2 2026 in Review

Francis Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.5% in Q2 2026, selling an estimated $84.8K and leaving 28,692 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #47.

Francis Financial first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Francis Financial held 28,692 shares of Dimensional US Core Equity 2 ETF worth $1.27M as of Q2 2026.
  • Francis Financial sold 1,983 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $84.8K.
  • Dimensional US Core Equity 2 ETF made up 0.21% of Francis Financial's portfolio in Q2 2026, its #47 holding.
  • Francis Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • Francis Financial's Dimensional US Core Equity 2 ETF position peaked at $1.3M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.