Grandfield & Dodd’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Grandfield & Dodd’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	$313K	Hold	8,043	–	–	0.02%	177
2025 Q4	$318K	Hold	8,043	–	–	0.02%	173
2025 Q3	$310K	Hold	8,043	–	–	0.02%	178
2025 Q2	$288K	Sell	8,043 -1,000	-11%	-$33.4K	0.02%	180
2025 Q1	$298K	Hold	9,043	–	–	0.02%	170
2024 Q4	$313K	Hold	9,043	–	–	0.02%	172
2024 Q3	$310K	Hold	9,043	–	–	0.02%	173
2024 Q2	$292K	Hold	9,043	–	–	0.02%	175
2024 Q1	$289K	Hold	9,043	–	–	0.02%	172
2023 Q4	$264K	Hold	9,043	–	–	0.02%	170
2023 Q3	$237K	Hold	9,043	–	–	0.02%	169
2023 Q2	$246K	Sell	9,043 -2,000	-18%	-$51.5K	0.02%	171
2023 Q1	$281K	Hold	11,043	–	–	0.02%	168
2022 Q4	$268K	Hold	11,043	–	–	0.02%	164
2022 Q3	$250K	Hold	11,043	–	–	0.02%	164
2022 Q2	$260K	Hold	11,043	–	–	0.02%	167
2022 Q1	$300K	Sell	11,043 -998	-8%	-$27.3K	0.02%	170
2021 Q4	$350K	Hold	12,041	–	–	0.02%	165
2021 Q3	$320K	Hold	12,041	–	–	0.02%	166
2021 Q2	$320K	Buy	+12,041	New	+$320K	0.02%	160

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

Grandfield & Dodd's DFAC Position: Q1 2026 in Review

Grandfield & Dodd held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 8,043 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #177.

Grandfield & Dodd first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $350K in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Grandfield & Dodd held 8,043 shares of Dimensional US Core Equity 2 ETF worth $313K as of Q1 2026.
Grandfield & Dodd left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #177 holding.
Grandfield & Dodd first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Grandfield & Dodd's Dimensional US Core Equity 2 ETF position peaked at $350K in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.