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

GeoWealth 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
Q1 		$192M Buy
4,952,425
+108,604
+2% +$4.38M 6.93% 3
2025
Q4 		$192M Buy
4,843,821
+115,567
+2% +$4.51M 7.07% 3
2025
Q3 		$182M Sell
4,728,254
-84,955
-2% -$3.17M 6.65% 3
2025
Q2 		$173M Sell
4,813,209
-459,321
-9% -$15.3M 6.73% 3
2025
Q1 		$174M Sell
5,272,530
-91,157
-2% -$3.16M 6.99% 2
2024
Q4 		$186M Buy
5,363,687
+2,911,905
+119% +$103M 6.07% 2
2024
Q3 		$84.1M Sell
2,451,782
-360,033
-13% -$11.9M 2.97% 6
2024
Q2 		$90.7M Sell
2,811,815
-41,329
-1% -$1.3M 3.94% 4
2024
Q1 		$91.2M Buy
+2,853,144
New +$86.1M 3.53% 4

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

GeoWealth Management's DFAC Position: Q1 2026 in Review

GeoWealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q1 2026, buying an estimated $4.38M and bringing the position to 4,952,425 shares worth $192M. The position accounts for 6.93% of the portfolio, ranked #3.

GeoWealth Management first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • GeoWealth Management held 4,952,425 shares of Dimensional US Core Equity 2 ETF worth $192M as of Q1 2026.
  • GeoWealth Management bought 108,604 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.38M.
  • Dimensional US Core Equity 2 ETF made up 6.93% of GeoWealth Management's portfolio in Q1 2026, its #3 holding.
  • GeoWealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.