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Great Valley Advisor Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Great Valley Advisor Group’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 		$12M Buy
308,496
+18,490
+6% +$745K 0.22% 109
2025
Q4 		$11.5M Sell
290,006
-606,168
-68% -$23.7M 0.22% 98
2025
Q3 		$34.6M Sell
896,174
-3,062
-0.3% -$114K 0.69% 29
2025
Q2 		$32.2M Sell
899,236
-59,466
-6% -$1.98M 0.71% 28
2025
Q1 		$31.6M Buy
958,702
+21,263
+2% +$738K 0.68% 33
2024
Q4 		$32.4M Sell
937,439
-176,819
-16% -$6.23M 0.73% 28
2024
Q3 		$38.2M Buy
1,114,258
+12,021
+1% +$397K 0.94% 20
2024
Q2 		$35.5M Buy
1,102,237
+29,628
+3% +$934K 0.99% 15
2024
Q1 		$34.3M Buy
1,072,609
+11,165
+1% +$337K 1.04% 17
2023
Q4 		$31M Buy
1,061,444
+385,297
+57% +$10.4M 1.09% 16
2023
Q3 		$17.7M Buy
676,147
+497,577
+279% +$13.6M 0.73% 30
2023
Q2 		$4.85M Buy
178,570
+7,963
+5% +$205K 0.2% 123
2023
Q1 		$4.35M Buy
170,607
+9,189
+6% +$233K 0.2% 128
2022
Q4 		$3.92M Buy
161,418
+80,736
+100% +$1.96M 0.2% 125
2022
Q3 		$1.79M Buy
80,682
+8,766
+12% +$215K 0.1% 210
2022
Q2 		$1.68M Buy
+71,916
New +$1.82M 0.09% 218

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Great Valley Advisor Group's DFAC Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.4% in Q1 2026, buying an estimated $745K and bringing the position to 308,496 shares worth $12M. The position accounts for 0.22% of the portfolio, ranked #109.

Great Valley Advisor Group first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $38.2M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Great Valley Advisor Group held 308,496 shares of Dimensional US Core Equity 2 ETF worth $12M as of Q1 2026.
  • Great Valley Advisor Group bought 18,490 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $745K.
  • Dimensional US Core Equity 2 ETF made up 0.22% of Great Valley Advisor Group's portfolio in Q1 2026, its #109 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Dimensional US Core Equity 2 ETF position peaked at $38.2M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.