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

Golden State 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	$184K	Sell	4,734 -5,549	-54%	-$224K	0.02%	395
2025 Q4	$407K	Sell	10,283 -2,259	-18%	-$88.2K	0.04%	286
2025 Q3	$484K	Sell	12,542 -107	-0.8%	-$3.99K	0.05%	248
2025 Q2	$453K	Sell	12,649 -10,755	-46%	-$359K	0.06%	249
2025 Q1	$772K	Buy	23,404 +4,815	+26%	+$167K	0.11%	152
2024 Q4	$643K	Buy	+18,589	New	+$655K	0.1%	168
2022 Q1	–	Sell	-34,669	Closed	-$1M	–	318
2021 Q4	$1M	Buy	34,669 +4,492	+15%	+$127K	0.17%	128
2021 Q3	$802K	Hold	30,177	–	–	0.17%	113
2021 Q2	$814K	Buy	+30,177	New	+$802K	0.18%	112

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Golden State Wealth Management's DFAC Position: Q1 2026 in Review

Golden State Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 54% in Q1 2026, selling an estimated $224K and leaving 4,734 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #395.

Golden State Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 9 quarters since. The position peaked at $1M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Golden State Wealth Management held 4,734 shares of Dimensional US Core Equity 2 ETF worth $184K as of Q1 2026.
Golden State Wealth Management sold 5,549 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $224K.
Dimensional US Core Equity 2 ETF made up 0.02% of Golden State Wealth Management's portfolio in Q1 2026, its #395 holding.
Golden State Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 9 quarters since.
Golden State Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1M in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.