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Helen Stephens Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Helen Stephens Group’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 		$34.5M Sell
778,572
-3,716
-0.5% -$159K 5.87% 7
2026
Q1 		$30.4M Buy
782,288
+73,605
+10% +$2.97M 6.07% 7
2025
Q4 		$28.1M Sell
708,683
-35,825
-5% -$1.4M 5.89% 7
2025
Q3 		$28.7M Sell
744,508
-8,386
-1% -$313K 6.38% 7
2025
Q2 		$27M Sell
752,894
-21,698
-3% -$724K 6.69% 5
2025
Q1 		$25.6M Sell
774,592
-6,233
-0.8% -$216K 7.23% 5
2024
Q4 		$27M Sell
780,825
-747,439
-49% -$26.3M 8% 4
2024
Q3 		$52.4M Buy
1,528,264
+114,933
+8% +$3.8M 15.91% 1
2024
Q2 		$45.6M Buy
1,413,331
+110,584
+8% +$3.49M 15.75% 1
2024
Q1 		$41.6M Buy
1,302,747
+206,100
+19% +$6.22M 16.07% 1
2023
Q4 		$32.1M Buy
1,096,647
+95,149
+10% +$2.57M 14.36% 1
2023
Q3 		$26.2M Buy
1,001,498
+27,267
+3% +$744K 13.57% 1
2023
Q2 		$26.5M Buy
974,231
+56,985
+6% +$1.47M 13.37% 1
2023
Q1 		$23.4M Buy
917,246
+117,849
+15% +$2.99M 12.14% 1
2022
Q4 		$19.4M Buy
799,397
+140,317
+21% +$3.41M 11.58% 1
2022
Q3 		$14.7M Sell
659,080
-79,854
-11% -$1.96M 10.27% 1
2022
Q2 		$17.2M Buy
738,934
+50,643
+7% +$1.28M 12.21% 1
2022
Q1 		$19M Buy
688,291
+194,351
+39% +$5.32M 13.09% 2
2021
Q4 		$14.3M Buy
+493,940
New +$13.9M 11.47% 2

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

Helen Stephens Group's DFAC Position: Q2 2026 in Review

Helen Stephens Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.48% in Q2 2026, selling an estimated $159K and leaving 778,572 shares worth $34.5M. The position accounts for 5.87% of the portfolio, ranked #7.

Helen Stephens Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.4M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Helen Stephens Group held 778,572 shares of Dimensional US Core Equity 2 ETF worth $34.5M as of Q2 2026.
  • Helen Stephens Group sold 3,716 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $159K.
  • Dimensional US Core Equity 2 ETF made up 5.87% of Helen Stephens Group's portfolio in Q2 2026, its #7 holding.
  • Helen Stephens Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's Dimensional US Core Equity 2 ETF position peaked at $52.4M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.