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

Gibbs 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
Q1 		$474K Sell
12,204
-29
-0.2% -$1.17K 0.06% 314
2025
Q4 		$498K Hold
12,233
– – 0.12% 201
2025
Q3 		$472K Sell
12,233
-2,233
-15% -$83.3K 0.11% 217
2025
Q2 		$518K Sell
14,466
-1,079
-7% -$36K 0.1% 221
2025
Q1 		$513K Sell
15,545
-2,416
-13% -$83.9K 0.12% 183
2024
Q4 		$621K Hold
17,961
– – 0.17% 133
2024
Q3 		$616K Sell
17,961
-1,143
-6% -$37.8K 0.2% 115
2024
Q2 		$616K Buy
19,104
+12,157
+175% +$383K 0.25% 95
2024
Q1 		$222K Buy
+6,947
New +$210K 0.13% 175

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

Gibbs Wealth Management's DFAC Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q1 2026, selling an estimated $1.17K and leaving 12,204 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #314.

Gibbs Wealth Management first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $621K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Gibbs Wealth Management held 12,204 shares of Dimensional US Core Equity 2 ETF worth $474K as of Q1 2026.
  • Gibbs Wealth Management sold 29 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.17K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #314 holding.
  • Gibbs Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $621K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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