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

Freedom Financial Partners’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	$8.47M	Sell	217,986 -1,004	-0.5%	-$40.4K	3.02%	14
2025 Q4	$8.67M	Sell	218,990 -1,589	-0.7%	-$62K	3.15%	12
2025 Q3	$8.51M	Sell	220,579 -1,461	-0.7%	-$54.5K	3.24%	13
2025 Q2	$7.96M	Sell	222,040 -3,449	-2%	-$115K	3.35%	12
2025 Q1	$7.44M	Sell	225,489 -3,019	-1%	-$105K	3.46%	10
2024 Q4	$7.9M	Buy	+228,508	New	+$8.05M	3.81%	8

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Freedom Financial Partners's DFAC Position: Q1 2026 in Review

Freedom Financial Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.46% in Q1 2026, selling an estimated $40.4K and leaving 217,986 shares worth $8.47M. The position accounts for 3.02% of the portfolio, ranked #14.

Freedom Financial Partners first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.67M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Freedom Financial Partners held 217,986 shares of Dimensional US Core Equity 2 ETF worth $8.47M as of Q1 2026.
Freedom Financial Partners sold 1,004 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $40.4K.
Dimensional US Core Equity 2 ETF made up 3.02% of Freedom Financial Partners's portfolio in Q1 2026, its #14 holding.
Freedom Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's Dimensional US Core Equity 2 ETF position peaked at $8.67M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.