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Greenwood Capital Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Greenwood Capital Associates’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 		$547K Hold
14,082
– – 0.06% 185
2025
Q4 		$558K Hold
14,082
– – 0.06% 176
2025
Q3 		$543K Hold
14,082
– – 0.06% 184
2025
Q2 		$505K Sell
14,082
-31
-0.2% -$1.03K 0.06% 193
2025
Q1 		$466K Buy
14,113
+5,081
+56% +$176K 0.06% 190
2024
Q4 		$312K Buy
+9,032
New +$318K 0.04% 218

Other funds holding DFAC

Mercer Global Advisors
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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

Greenwood Capital Associates's DFAC Position: Q1 2026 in Review

Greenwood Capital Associates held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 14,082 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #185.

Greenwood Capital Associates first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $558K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Greenwood Capital Associates held 14,082 shares of Dimensional US Core Equity 2 ETF worth $547K as of Q1 2026.
  • Greenwood Capital Associates left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Greenwood Capital Associates's portfolio in Q1 2026, its #185 holding.
  • Greenwood Capital Associates first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Greenwood Capital Associates's Dimensional US Core Equity 2 ETF position peaked at $558K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.