Guardian Wealth Advisors (North Carolina)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$549K	Buy	14,122 +33	+0.2%	+$1.33K	0.03%	205
2025 Q4	$558K	Buy	14,089 +1	+0%	+$39	0.03%	207
2025 Q3	$543K	Buy	14,088 +37	+0.3%	+$1.38K	0.04%	196
2025 Q2	$504K	Buy	14,051 +673	+5%	+$22.5K	0.04%	196
2025 Q1	$441K	Buy	13,378 +31	+0.2%	+$1.08K	0.04%	202
2024 Q4	$462K	Buy	13,347 +761	+6%	+$26.8K	0.04%	200
2024 Q3	$432K	Buy	12,586 +34	+0.3%	+$1.12K	0.05%	180
2024 Q2	$405K	Buy	12,552 +38	+0.3%	+$1.2K	0.05%	178
2024 Q1	$400K	Buy	12,514 +26	+0.2%	+$785	0.05%	184
2023 Q4	$365K	Buy	12,488 +43	+0.3%	+$1.16K	0.06%	172
2023 Q3	$326K	Buy	12,445 +46	+0.4%	+$1.25K	0.06%	175
2023 Q2	$337K	Sell	12,399 -649	-5%	-$16.7K	0.06%	163
2023 Q1	$332K	Buy	13,048 +30	+0.2%	+$760	0.06%	159
2022 Q4	$316K	Buy	13,018 +62	+0.5%	+$1.51K	0.06%	147
2022 Q3	$288K	Buy	12,956 +48	+0.4%	+$1.18K	0.05%	152
2022 Q2	$301K	Buy	+12,908	New	+$327K	0.06%	147

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

Guardian Wealth Advisors (North Carolina)'s DFAC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.23% in Q1 2026, buying an estimated $1.33K and bringing the position to 14,122 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #205.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $558K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 14,122 shares of Dimensional US Core Equity 2 ETF worth $549K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 33 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.33K.
Dimensional US Core Equity 2 ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #205 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.