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Heritage Wealth Management (California)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Heritage Wealth Management (California)’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 		$4.99M Sell
128,370
-3,303
-3% -$133K 2.75% 8
2025
Q4 		$5.21M Sell
131,673
-731
-0.6% -$28.5K 3.31% 5
2025
Q3 		$5.11M Sell
132,404
-1,937
-1% -$72.3K 3.42% 7
2025
Q2 		$4.81M Sell
134,341
-11,121
-8% -$371K 3.21% 8
2025
Q1 		$4.8M Sell
145,462
-2,388
-2% -$82.9K 3.61% 7
2024
Q4 		$5.11M Sell
147,850
-9,461
-6% -$333K 3.68% 6
2024
Q3 		$5.39M Sell
157,311
-18,902
-11% -$624K 3.82% 6
2024
Q2 		$5.68M Sell
176,213
-4,316
-2% -$136K 4.17% 5
2024
Q1 		$5.77M Sell
180,529
-9,596
-5% -$290K 4.36% 4
2023
Q4 		$5.56M Buy
+190,125
New +$5.14M 4.45% 4

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 Management (California)'s DFAC Position: Q1 2026 in Review

Heritage Wealth Management (California) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.5% in Q1 2026, selling an estimated $133K and leaving 128,370 shares worth $4.99M. The position accounts for 2.75% of the portfolio, ranked #8.

Heritage Wealth Management (California) first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.77M in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Heritage Wealth Management (California) held 128,370 shares of Dimensional US Core Equity 2 ETF worth $4.99M as of Q1 2026.
  • Heritage Wealth Management (California) sold 3,303 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $133K.
  • Dimensional US Core Equity 2 ETF made up 2.75% of Heritage Wealth Management (California)'s portfolio in Q1 2026, its #8 holding.
  • Heritage Wealth Management (California) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Heritage Wealth Management (California)'s Dimensional US Core Equity 2 ETF position peaked at $5.77M in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.