Global Financial Private Client’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Global Financial Private Client’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	$4.69M	Buy	105,652 +38,732	+58%	+$1.66M	1.27%	16
2026 Q1	$2.6M	Buy	66,920 +51,376	+331%	+$2.07M	0.85%	26
2025 Q4	$615K	Buy	+15,544	New	+$607K	0.22%	124
2025 Q2	–	Sell	-340	Closed	-$11.2K	–	569
2025 Q1	$11.2K	Hold	340	–	–	﹤0.01%	557
2024 Q4	$11.8K	Buy	340 +210	+162%	+$7.4K	﹤0.01%	525
2024 Q3	$4.46K	Buy	130 +25	+24%	+$826	﹤0.01%	654
2024 Q2	$3.39K	Buy	+105	New	+$3.31K	﹤0.01%	537

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Global Financial Private Client's DFAC Position: Q2 2026 in Review

Global Financial Private Client increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 58% in Q2 2026, buying an estimated $1.66M and bringing the position to 105,652 shares worth $4.69M. The position accounts for 1.27% of the portfolio, ranked #16.

Global Financial Private Client first reported a position in DFAC in Q2 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Global Financial Private Client held 105,652 shares of Dimensional US Core Equity 2 ETF worth $4.69M as of Q2 2026.
Global Financial Private Client bought 38,732 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.66M.
Dimensional US Core Equity 2 ETF made up 1.27% of Global Financial Private Client's portfolio in Q2 2026, its #16 holding.
Global Financial Private Client first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.