GWWM
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Great Waters Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Great Waters 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 		$12.9M Sell
290,112
-4,452
-2% -$190K 1.19% 11
2026
Q1 		$11.4M Sell
294,564
-6,287
-2% -$253K 1.21% 11
2025
Q4 		$11.9M Buy
300,851
+1,619
+0.5% +$63.2K 1.31% 11
2025
Q3 		$11.5M Sell
299,232
-8,273
-3% -$309K 1.36% 11
2025
Q2 		$11M Sell
307,505
-21,728
-7% -$725K 1.43% 11
2025
Q1 		$10.9M Sell
329,233
-16,609
-5% -$577K 1.51% 11
2024
Q4 		$12M Sell
345,842
-3,715
-1% -$131K 1.54% 11
2024
Q3 		$12M Sell
349,557
-14,930
-4% -$493K 1.62% 12
2024
Q2 		$11.8M Sell
364,487
-3,198
-0.9% -$101K 1.79% 12
2024
Q1 		$11.7M Sell
367,685
-15,781
-4% -$476K 1.92% 11
2023
Q4 		$11M Sell
383,466
-26,664
-7% -$722K 1.95% 11
2023
Q3 		$10.7M Sell
410,130
-18,068
-4% -$493K 2.12% 11
2023
Q2 		$11.6M Sell
428,198
-10,351
-2% -$267K 2.31% 11
2023
Q1 		$11.2M Sell
438,549
-5,495
-1% -$139K 2.37% 11
2022
Q4 		$11.3M Buy
+444,044
New +$10.8M 2.44% 11

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Great Waters Wealth Management's DFAC Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q2 2026, selling an estimated $190K and leaving 290,112 shares worth $12.9M. The position accounts for 1.19% of the portfolio, ranked #11.

Great Waters Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Great Waters Wealth Management held 290,112 shares of Dimensional US Core Equity 2 ETF worth $12.9M as of Q2 2026.
  • Great Waters Wealth Management sold 4,452 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $190K.
  • Dimensional US Core Equity 2 ETF made up 1.19% of Great Waters Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Great Waters Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.