GWS
DFAC icon

Glassman Wealth Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Glassman Wealth Services’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 		$72.4M Buy
1,631,862
+54,937
+3% +$2.35M 8.67% 6
2026
Q1 		$61.3M Buy
1,576,925
+47,945
+3% +$1.93M 8.33% 6
2025
Q4 		$60.5M Buy
1,528,980
+22,952
+2% +$896K 8.17% 6
2025
Q3 		$58.1M Buy
1,506,028
+40,617
+3% +$1.52M 8.16% 6
2025
Q2 		$52.5M Buy
1,465,411
+81,668
+6% +$2.72M 8.04% 6
2025
Q1 		$45.6M Buy
1,383,743
+43,989
+3% +$1.53M 7.64% 6
2024
Q4 		$46.3M Buy
1,339,754
+52,956
+4% +$1.86M 7.8% 5
2024
Q3 		$44.1M Buy
1,286,798
+53,231
+4% +$1.76M 7.52% 5
2024
Q2 		$39.8M Buy
1,233,567
+109,255
+10% +$3.45M 7.33% 5
2024
Q1 		$35.9M Buy
1,124,312
+65,356
+6% +$1.97M 7.26% 6
2023
Q4 		$31M Buy
1,058,956
+115,904
+12% +$3.14M 4.38% 8
2023
Q3 		$24.7M Buy
943,052
+34,428
+4% +$940K 3.99% 9
2023
Q2 		$24.7M Buy
908,624
+5,216
+0.6% +$134K 3.98% 9
2023
Q1 		$23M Buy
903,408
+117,238
+15% +$2.97M 4% 9
2022
Q4 		$19.1M Buy
786,170
+202,399
+35% +$4.92M 3.52% 9
2022
Q3 		$13M Buy
583,771
+109,014
+23% +$2.68M 2.76% 8
2022
Q2 		$11.1M Buy
+474,757
New +$12M 2.28% 9
2022
Q1 		– Sell
-132,899
Closed -$3.85M – 1696
2021
Q4 		$3.85M Hold
132,899
– – 0.71% 16
2021
Q3 		$3.53M Sell
132,899
-5,690
-4% -$155K 0.74% 16
2021
Q2 		$3.74M Buy
+138,589
New +$3.68M 0.78% 18

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

Glassman Wealth Services's DFAC Position: Q2 2026 in Review

Glassman Wealth Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.5% in Q2 2026, buying an estimated $2.35M and bringing the position to 1,631,862 shares worth $72.4M. The position accounts for 8.67% of the portfolio, ranked #6.

Glassman Wealth Services first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Glassman Wealth Services held 1,631,862 shares of Dimensional US Core Equity 2 ETF worth $72.4M as of Q2 2026.
  • Glassman Wealth Services bought 54,937 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.35M.
  • Dimensional US Core Equity 2 ETF made up 8.67% of Glassman Wealth Services's portfolio in Q2 2026, its #6 holding.
  • Glassman Wealth Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.