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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
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 $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

Francis Financial's DFAC Position: Q1 2026 in Review

Francis Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.7% in Q1 2026, selling an estimated $89.4K and leaving 30,675 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #44.

Francis Financial first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Francis Financial held 30,675 shares of Dimensional US Core Equity 2 ETF worth $1.19M as of Q1 2026.
  • Francis Financial sold 2,220 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $89.4K.
  • Dimensional US Core Equity 2 ETF made up 0.22% of Francis Financial's portfolio in Q1 2026, its #44 holding.
  • Francis Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • Francis Financial's Dimensional US Core Equity 2 ETF position peaked at $1.3M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.