FWA
DFAC icon

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

FSM 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
Q2 		$1.29M Buy
29,137
+11
+0% +$471 0.14% 88
2026
Q1 		$1.13M Sell
29,126
-1,993
-6% -$80.3K 0.15% 86
2025
Q4 		$1.23M Buy
31,119
+10
+0% +$390 0.17% 79
2025
Q3 		$1.2M Sell
31,109
-12
-0% -$448 0.17% 81
2025
Q2 		$1.13M Buy
31,121
+796
+3% +$26.6K 0.18% 83
2025
Q1 		$1M Buy
30,325
+11
+0% +$382 0.22% 62
2024
Q4 		$1.07M Buy
30,314
+12
+0% +$423 0.26% 54
2024
Q3 		$1.04M Buy
30,302
+13
+0% +$429 0.28% 54
2024
Q2 		$977K Buy
30,289
+13
+0% +$410 0.33% 53
2024
Q1 		$967K Buy
30,276
+9
+0% +$272 0.34% 52
2023
Q4 		$885K Buy
30,267
+16
+0.1% +$433 0.38% 50
2023
Q3 		$793K Buy
30,251
+16
+0.1% +$437 0.4% 48
2023
Q2 		$825K Hold
30,235
– – 0.41% 51
2023
Q1 		$770K Hold
30,235
– – 0.45% 49
2022
Q4 		$734K Buy
30,235
+3,591
+13% +$87.3K 0.52% 47
2022
Q3 		$593K Buy
+26,644
New +$654K 0.49% 52

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

FSM Wealth Advisors's DFAC Position: Q2 2026 in Review

FSM Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.04% in Q2 2026, buying an estimated $471 and bringing the position to 29,137 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #88.

FSM Wealth Advisors first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • FSM Wealth Advisors held 29,137 shares of Dimensional US Core Equity 2 ETF worth $1.29M as of Q2 2026.
  • FSM Wealth Advisors bought 11 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $471.
  • Dimensional US Core Equity 2 ETF made up 0.14% of FSM Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • FSM Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.