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Gladstone Institutional Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Gladstone Institutional Advisory’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 		$283K Buy
7,293
+2
+0% +$81 0.01% 686
2025
Q4 		$289K Buy
7,291
+869
+14% +$33.9K 0.01% 645
2025
Q3 		$248K Hold
6,422
– – 0.01% 701
2025
Q2 		$230K Buy
+6,422
New +$214K 0.01% 673

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

Gladstone Institutional Advisory's DFAC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.03% in Q1 2026, buying an estimated $81 and bringing the position to 7,293 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #686.

Gladstone Institutional Advisory first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Gladstone Institutional Advisory held 7,293 shares of Dimensional US Core Equity 2 ETF worth $283K as of Q1 2026.
  • Gladstone Institutional Advisory bought 2 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $81.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #686 holding.
  • Gladstone Institutional Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • Gladstone Institutional Advisory's Dimensional US Core Equity 2 ETF position peaked at $289K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.