HFG Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

HFG Wealth Management’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	$2.47M	Buy	63,483 +6,096	+11%	+$246K	1.36%	20
2025 Q4	$2.27M	Sell	57,387 -6,125	-10%	-$239K	1.25%	21
2025 Q3	$2.45M	Sell	63,512 -3,626	-5%	-$135K	1.33%	20
2025 Q2	$2.21M	Sell	67,138 -1,276	-2%	-$42.6K	1.35%	21
2025 Q1	$2.37M	Sell	68,414 -2,796	-4%	-$97.1K	1.43%	21
2024 Q4	$2.44M	Sell	71,210 -3,167	-4%	-$112K	1.58%	20
2024 Q3	$2.4M	Hold	74,377	–	–	1.53%	20
2024 Q2	$2.4M	Sell	74,377 -14,936	-17%	-$471K	1.53%	20
2024 Q1	$2.85M	Sell	89,313 -106,727	-54%	-$3.22M	1.68%	17
2023 Q4	$5.73M	Buy	+196,040	New	+$5.3M	1.41%	18
2023 Q1	$11.9M	Buy	+465,306	New	+$11.8M	2.46%	11

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

HFG Wealth Management's DFAC Position: Q1 2026 in Review

HFG Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 11% in Q1 2026, buying an estimated $246K and bringing the position to 63,483 shares worth $2.47M. The position accounts for 1.36% of the portfolio, ranked #20.

HFG Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q1 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

HFG Wealth Management held 63,483 shares of Dimensional US Core Equity 2 ETF worth $2.47M as of Q1 2026.
HFG Wealth Management bought 6,096 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $246K.
Dimensional US Core Equity 2 ETF made up 1.36% of HFG Wealth Management's portfolio in Q1 2026, its #20 holding.
HFG Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $11.9M in Q1 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.