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FRG Family Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

FRG Family Wealth Advisors’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 		$356K Buy
9,161
+24
+0.3% +$967 0.06% 131
2025
Q4 		$362K Buy
9,137
+21
+0.2% +$820 0.06% 128
2025
Q3 		$352K Buy
9,116
+25
+0.3% +$933 0.06% 125
2025
Q2 		$326K Buy
9,091
+27
+0.3% +$901 0.06% 127
2025
Q1 		$299K Buy
9,064
+22
+0.2% +$764 0.06% 129
2024
Q4 		$313K Buy
9,042
+26
+0.3% +$916 0.06% 124
2024
Q3 		$309K Buy
9,016
+25
+0.3% +$826 0.06% 127
2024
Q2 		$282K Buy
8,991
+27
+0.3% +$851 0.05% 127
2024
Q1 		$273K Buy
8,964
+18
+0.2% +$543 0.05% 126
2023
Q4 		$261K Buy
8,946
+32
+0.4% +$866 0.05% 129
2023
Q3 		$234K Buy
8,914
+32
+0.4% +$873 0.05% 133
2023
Q2 		$241K Buy
8,882
+31
+0.4% +$799 0.05% 124
2023
Q1 		$226K Buy
8,851
+22
+0.2% +$557 0.05% 134
2022
Q4 		$214K Buy
+8,829
New +$215K 0.05% 134

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 $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

FRG Family Wealth Advisors's DFAC Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, buying an estimated $967 and bringing the position to 9,161 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #131.

FRG Family Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $362K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • FRG Family Wealth Advisors held 9,161 shares of Dimensional US Core Equity 2 ETF worth $356K as of Q1 2026.
  • FRG Family Wealth Advisors bought 24 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $967.
  • Dimensional US Core Equity 2 ETF made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • FRG Family Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • FRG Family Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $362K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.