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

Geneos Wealth 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 		$29M Buy
654,252
+19,658
+3% +$841K 0.59% 33
2026
Q1 		$24.7M Buy
634,594
+55,152
+10% +$2.22M 0.57% 32
2025
Q4 		$22.9M Sell
579,442
-14,980
-3% -$585K 0.56% 35
2025
Q3 		$22.9M Buy
594,422
+4,471
+0.8% +$167K 0.58% 31
2025
Q2 		$21.1M Buy
589,951
+3,619
+0.6% +$121K 0.52% 41
2025
Q1 		$19.3M Buy
586,332
+20,710
+4% +$719K 0.65% 27
2024
Q4 		$19.6M Buy
565,622
+7,923
+1% +$279K 0.69% 26
2024
Q3 		$19.1M Buy
557,699
+132,681
+31% +$4.38M 0.73% 24
2024
Q2 		$13.7M Buy
425,018
+316,670
+292% +$9.99M 0.61% 29
2024
Q1 		$3.46M Buy
108,348
+24,112
+29% +$728K 0.16% 161
2023
Q4 		$2.46M Sell
84,236
-9,716
-10% -$263K 0.12% 197
2023
Q3 		$2.46M Sell
93,952
-18,683
-17% -$510K 0.13% 184
2023
Q2 		$3.06M Buy
112,635
+370
+0.3% +$9.54K 0.16% 156
2023
Q1 		$2.86M Buy
+112,265
New +$2.84M 0.17% 147
2022
Q2 		– Sell
-3,046
Closed -$84K – 2629
2022
Q1 		$84K Buy
+3,046
New +$83.4K ﹤0.01% 1152

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

Geneos Wealth Management's DFAC Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q2 2026, buying an estimated $841K and bringing the position to 654,252 shares worth $29M. The position accounts for 0.59% of the portfolio, ranked #33.

Geneos Wealth Management first reported a position in DFAC in Q1 2022 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Geneos Wealth Management held 654,252 shares of Dimensional US Core Equity 2 ETF worth $29M as of Q2 2026.
  • Geneos Wealth Management bought 19,658 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $841K.
  • Dimensional US Core Equity 2 ETF made up 0.59% of Geneos Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.