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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Helen Stephens Group's DFAC Position: Q1 2026 in Review

Helen Stephens Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q1 2026, buying an estimated $2.97M and bringing the position to 782,288 shares worth $30.4M. The position accounts for 6.07% of the portfolio, ranked #7.

Helen Stephens Group first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.4M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Helen Stephens Group held 782,288 shares of Dimensional US Core Equity 2 ETF worth $30.4M as of Q1 2026.
  • Helen Stephens Group bought 73,605 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.97M.
  • Dimensional US Core Equity 2 ETF made up 6.07% of Helen Stephens Group's portfolio in Q1 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 18 quarters since.
  • Helen Stephens Group's Dimensional US Core Equity 2 ETF position peaked at $52.4M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.