FIM
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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
Q2 		$2.7M Buy
60,822
+749
+1% +$32K 0.75% 21
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
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 Investment Management's DFAC Position: Q2 2026 in Review

Freedom Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q2 2026, buying an estimated $32K and bringing the position to 60,822 shares worth $2.7M. The position accounts for 0.75% of the portfolio, ranked #21.

Freedom Investment Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Freedom Investment Management held 60,822 shares of Dimensional US Core Equity 2 ETF worth $2.7M as of Q2 2026.
  • Freedom Investment Management bought 749 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $32K.
  • Dimensional US Core Equity 2 ETF made up 0.75% of Freedom Investment Management's portfolio in Q2 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 11 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.