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Hazlett, Burt & Watson’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Hazlett, Burt & Watson’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 		$269K Buy
6,071
+5,463
+899% +$234K 0.07% 230
2026
Q1 		$24K Hold
608
– – 0.01% 558
2025
Q4 		$24K Buy
+608
New +$23.7K 0.01% 571

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

Hazlett, Burt & Watson's DFAC Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 899% in Q2 2026, buying an estimated $234K and bringing the position to 6,071 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #230.

Hazlett, Burt & Watson first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Hazlett, Burt & Watson held 6,071 shares of Dimensional US Core Equity 2 ETF worth $269K as of Q2 2026.
  • Hazlett, Burt & Watson bought 5,463 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $234K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #230 holding.
  • Hazlett, Burt & Watson first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.