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Golden State Equity Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Golden State Equity Partners’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 		– Sell
-16,942
Closed -$658K – 661
2026
Q1 		$658K Buy
16,942
+11,651
+220% +$469K 0.05% 381
2025
Q4 		$209K Buy
+5,291
New +$207K 0.03% 471

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FFM
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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

Golden State Equity Partners's DFAC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 16,942 shares — an estimated $658K sold.

Golden State Equity Partners first reported a position in DFAC in Q4 2025 and held it in 2 quarters. The position peaked at $658K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 16,942 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $658K.
  • Golden State Equity Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's Dimensional US Core Equity 2 ETF position peaked at $658K in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.