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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
Q2 		$9.49M Sell
213,839
-4,147
-2% -$177K 3.09% 13
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
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

Freedom Financial Partners's DFAC Position: Q2 2026 in Review

Freedom Financial Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.9% in Q2 2026, selling an estimated $177K and leaving 213,839 shares worth $9.49M. The position accounts for 3.09% of the portfolio, ranked #13.

Freedom Financial Partners first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Freedom Financial Partners held 213,839 shares of Dimensional US Core Equity 2 ETF worth $9.49M as of Q2 2026.
  • Freedom Financial Partners sold 4,147 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $177K.
  • Dimensional US Core Equity 2 ETF made up 3.09% of Freedom Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Freedom Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.