GVAG
DFAC icon

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
Q2 		$17.3M Buy
390,139
+81,643
+26% +$3.49M 0.27% 90
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 $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

Great Valley Advisor Group's DFAC Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 26% in Q2 2026, buying an estimated $3.49M and bringing the position to 390,139 shares worth $17.3M. The position accounts for 0.27% of the portfolio, ranked #90.

Great Valley Advisor Group first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.2M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Great Valley Advisor Group held 390,139 shares of Dimensional US Core Equity 2 ETF worth $17.3M as of Q2 2026.
  • Great Valley Advisor Group bought 81,643 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.49M.
  • Dimensional US Core Equity 2 ETF made up 0.27% of Great Valley Advisor Group's portfolio in Q2 2026, its #90 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Dimensional US Core Equity 2 ETF position peaked at $38.2M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.