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HB Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

HB 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 		$80.8M Sell
1,821,322
-10,270
-0.6% -$439K 0.45% 34
2026
Q1 		$71.2M Buy
1,831,592
+11,846
+0.7% +$477K 0.46% 36
2025
Q4 		$72M Sell
1,819,746
-17,225
-0.9% -$672K 0.47% 32
2025
Q3 		$70.9M Sell
1,836,971
-13,443
-0.7% -$502K 0.48% 32
2025
Q2 		$66.3M Buy
1,850,414
+931,179
+101% +$31.1M 0.53% 26
2025
Q1 		$30.3M Buy
919,235
+892,914
+3,392% +$31M 0.25% 54
2024
Q4 		$910K Hold
26,321
– – 0.01% 430
2024
Q3 		$903K Buy
26,321
+9,373
+55% +$310K 0.01% 418
2024
Q2 		$546K Sell
16,948
-1,750
-9% -$55.2K 0.01% 519
2024
Q1 		$597K Buy
18,698
+7,323
+64% +$221K 0.01% 448
2023
Q4 		$332K Hold
11,375
– – ﹤0.01% 575
2023
Q3 		$298K Hold
11,375
– – ﹤0.01% 571
2023
Q2 		$309K Buy
+11,375
New +$293K ﹤0.01% 536

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

HB Wealth Management's DFAC Position: Q2 2026 in Review

HB Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.56% in Q2 2026, selling an estimated $439K and leaving 1,821,322 shares worth $80.8M. The position accounts for 0.45% of the portfolio, ranked #34.

HB Wealth Management first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 1,212 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • HB Wealth Management held 1,821,322 shares of Dimensional US Core Equity 2 ETF worth $80.8M as of Q2 2026.
  • HB Wealth Management sold 10,270 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $439K.
  • Dimensional US Core Equity 2 ETF made up 0.45% of HB Wealth Management's portfolio in Q2 2026, its #34 holding.
  • HB Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.