HBK Sorce Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

HBK Sorce Advisory’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	$1.41M	Buy	32,758 +1	+0%	+$40	0.03%	196
2025 Q4	$1.35M	Buy	+32,757	New	+$1.28M	0.03%	194
2023 Q1	–	Sell	-50,000	Closed	-$59K	–	651
2022 Q4	$59K	Buy	50,000 +25,000	+100%	+$608K	﹤0.01%	721
2022 Q3	$28K	Buy	+25,000	New	+$614K	﹤0.01%	545

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

HBK Sorce Advisory's DFAC Position: Q1 2026 in Review

HBK Sorce Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0% in Q1 2026, buying an estimated $40 and bringing the position to 32,758 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #196.

HBK Sorce Advisory first reported a position in DFAC in Q3 2022 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

HBK Sorce Advisory held 32,758 shares of Dimensional US Core Equity 2 ETF worth $1.41M as of Q1 2026.
HBK Sorce Advisory bought 1 Dimensional US Core Equity 2 ETF share in Q1 2026, an estimated $40.
Dimensional US Core Equity 2 ETF made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #196 holding.
HBK Sorce Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 4 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.