Freedom Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Freedom Investment Management’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	$2.33M	Buy	60,073 +3,581	+6%	+$144K	0.69%	21
2025 Q4	$2.24M	Buy	56,492 +1,655	+3%	+$64.6K	0.65%	20
2025 Q3	$2.12M	Sell	54,837 -2,540	-4%	-$94.8K	0.56%	23
2025 Q2	$2.06M	Buy	57,377 +837	+1%	+$27.9K	0.16%	102
2025 Q1	$1.87M	Sell	56,540 -53	-0.1%	-$1.84K	0.16%	117
2024 Q4	$1.96M	Buy	56,593 +1,147	+2%	+$40.4K	0.16%	109
2024 Q3	$1.9M	Buy	55,446 +2,440	+5%	+$80.6K	0.15%	124
2024 Q2	$1.71M	Buy	53,006 +1,423	+3%	+$44.9K	0.14%	134
2024 Q1	$1.65M	Buy	51,583 +7,738	+18%	+$234K	0.13%	147
2023 Q4	$1.28M	Buy	+43,845	New	+$1.19M	0.1%	181

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 Investment Management's DFAC Position: Q1 2026 in Review

Freedom Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.3% in Q1 2026, buying an estimated $144K and bringing the position to 60,073 shares worth $2.33M. The position accounts for 0.69% of the portfolio, ranked #21.

Freedom Investment Management first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Freedom Investment Management held 60,073 shares of Dimensional US Core Equity 2 ETF worth $2.33M as of Q1 2026.
Freedom Investment Management bought 3,581 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $144K.
Dimensional US Core Equity 2 ETF made up 0.69% of Freedom Investment Management's portfolio in Q1 2026, its #21 holding.
Freedom Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.