GWMR
DFAC icon

GC Wealth Management RIA’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

GC Wealth Management RIA’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 		– Sell
-135,251
Closed -$5.35M – 518
2025
Q4 		$5.35M Sell
135,251
-5,200
-4% -$203K 0.2% 77
2025
Q3 		$5.42M Buy
+140,451
New +$5.24M 0.18% 99

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 $7.07B 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
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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

GC Wealth Management RIA's DFAC Position: Q1 2026 in Review

GC Wealth Management RIA sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 135,251 shares — an estimated $5.35M sold.

GC Wealth Management RIA first reported a position in DFAC in Q3 2025 and held it in 2 quarters. The position peaked at $5.42M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • GC Wealth Management RIA reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 135,251 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $5.35M.
  • GC Wealth Management RIA first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Dimensional US Core Equity 2 ETF position peaked at $5.42M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.