GWM
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Grand Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Grand 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
Q2 		$83.1M Buy
1,873,218
+24,072
+1% +$1.03M 34.63% 1
2026
Q1 		$71.9M Sell
1,849,146
-236,505
-11% -$9.53M 33.82% 1
2025
Q4 		$82.6M Buy
2,085,651
+57,891
+3% +$2.26M 37.44% 1
2025
Q3 		$78.2M Sell
2,027,760
-17,357
-0.8% -$648K 37.74% 1
2025
Q2 		$73.3M Sell
2,045,117
-66,439
-3% -$2.22M 37.68% 1
2025
Q1 		$69.7M Sell
2,111,556
-69,763
-3% -$2.42M 38.28% 1
2024
Q4 		$75.5M Buy
2,181,319
+55,995
+3% +$1.97M 42.05% 1
2024
Q3 		$72.9M Sell
2,125,324
-102,397
-5% -$3.38M 41.11% 1
2024
Q2 		$71.8M Sell
2,227,721
-388,157
-15% -$12.2M 42.64% 1
2024
Q1 		$83.6M Buy
2,615,878
+230,556
+10% +$6.96M 39.86% 1
2023
Q4 		$69.7M Sell
2,385,322
-10,597
-0.4% -$287K 37.85% 1
2023
Q3 		$62.8M Sell
2,395,919
-10,047
-0.4% -$274K 38.44% 1
2023
Q2 		$65.3M Sell
2,405,966
-94,093
-4% -$2.43M 38.84% 1
2023
Q1 		$63.7M Sell
2,500,059
-90,026
-3% -$2.28M 38.29% 1
2022
Q4 		$62.9M Buy
2,590,085
+59,319
+2% +$1.44M 39.12% 1
2022
Q3 		$56.3M Sell
2,530,766
-11,561
-0.5% -$284K 29.58% 1
2022
Q2 		$59.2M Sell
2,542,327
-127,276
-5% -$3.22M 30.11% 1
2022
Q1 		$73.6M Sell
2,669,603
-69,218
-3% -$1.9M 34.41% 1
2021
Q4 		$79.3M Buy
+2,738,821
New +$77.3M 35.58% 1

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

Grand Wealth Management's DFAC Position: Q2 2026 in Review

Grand Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q2 2026, buying an estimated $1.03M and bringing the position to 1,873,218 shares worth $83.1M. The position accounts for 34.63% of the portfolio, ranked #1.

Grand Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $83.6M in Q1 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Grand Wealth Management held 1,873,218 shares of Dimensional US Core Equity 2 ETF worth $83.1M as of Q2 2026.
  • Grand Wealth Management bought 24,072 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional US Core Equity 2 ETF made up 34.63% of Grand Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Grand Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Grand Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $83.6M in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.