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Heritage Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Heritage Wealth Advisors’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 		$1.23M Hold
31,658
– – 0.05% 73
2025
Q4 		$1.25M Sell
31,658
-747
-2% -$29.2K 0.05% 90
2025
Q3 		$1.25M Hold
32,405
– – 0.05% 72
2025
Q2 		$1.16M Hold
32,405
– – 0.06% 74
2025
Q1 		$1.07M Hold
32,405
– – 0.05% 75
2024
Q4 		$1.12M Hold
32,405
– – 0.06% 79
2024
Q3 		$1.11M Hold
32,405
– – 0.05% 83
2024
Q2 		$1.04M Hold
32,405
– – 0.05% 82
2024
Q1 		$1.04M Hold
32,405
– – 0.05% 87
2023
Q4 		$947K Hold
32,405
– – 0.05% 88
2023
Q3 		$849K Hold
32,405
– – 0.05% 87
2023
Q2 		$880K Hold
32,405
– – 0.05% 91
2023
Q1 		$826K Hold
32,405
– – 0.05% 92
2022
Q4 		$787K Hold
32,405
– – 0.05% 95
2022
Q3 		$721K Hold
32,405
– – 0.05% 91
2022
Q2 		$755K Hold
32,405
– – 0.05% 92
2022
Q1 		$894K Hold
32,405
– – 0.05% 91
2021
Q4 		$939K Sell
32,405
-2,500
-7% -$70.5K 0.05% 100
2021
Q3 		$927K Hold
34,905
– – 0.06% 92
2021
Q2 		$942K Buy
+34,905
New +$928K 0.06% 88

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

Heritage Wealth Advisors's DFAC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 31,658 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #73.

Heritage Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Heritage Wealth Advisors held 31,658 shares of Dimensional US Core Equity 2 ETF worth $1.23M as of Q1 2026.
  • Heritage Wealth Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Heritage Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Heritage Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.25M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.