HFM Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

HFM Investment 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 Q2	$115M	Sell	2,582,339 -38,508	-1%	-$1.65M	40.17%	1
2026 Q1	$102M	Buy	2,620,847 +37,892	+1%	+$1.53M	39.16%	1
2025 Q4	$102M	Buy	2,582,955 +30,834	+1%	+$1.2M	39.97%	1
2025 Q3	$98.4M	Sell	2,552,121 -6,570	-0.3%	-$245K	39.93%	1
2025 Q2	$91.7M	Sell	2,558,691 -158,287	-6%	-$5.28M	40.31%	1
2025 Q1	$89.6M	Buy	+2,716,978	New	+$94.3M	43.47%	1

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

HFM Investment Advisors's DFAC Position: Q2 2026 in Review

HFM Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q2 2026, selling an estimated $1.65M and leaving 2,582,339 shares worth $115M. The position accounts for 40.17% of the portfolio, ranked #1.

HFM Investment Advisors first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

HFM Investment Advisors held 2,582,339 shares of Dimensional US Core Equity 2 ETF worth $115M as of Q2 2026.
HFM Investment Advisors sold 38,508 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.65M.
Dimensional US Core Equity 2 ETF made up 40.17% of HFM Investment Advisors's portfolio in Q2 2026, its #1 holding.
HFM Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.