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Holistic Financial Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Holistic Financial Partners’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 		$389K Buy
8,759
+21
+0.2% +$898 0.24% 61
2026
Q1 		$340K Buy
8,738
+22
+0.3% +$886 0.13% 81
2025
Q4 		$345K Buy
8,716
+20
+0.2% +$781 0.13% 80
2025
Q3 		$335K Buy
8,696
+25
+0.3% +$933 0.14% 88
2025
Q2 		$311K Buy
8,671
+25
+0.3% +$834 0.14% 88
2025
Q1 		$285K Sell
8,646
-20
-0.2% -$694 0.14% 86
2024
Q4 		$300K Buy
8,666
+25
+0.3% +$880 0.15% 85
2024
Q3 		$296K Sell
8,641
-11
-0.1% -$363 0.14% 85
2024
Q2 		$279K Buy
8,652
+20
+0.2% +$631 0.14% 85
2024
Q1 		$276K Sell
8,632
-100
-1% -$3.02K 0.14% 89
2023
Q4 		$255K Sell
8,732
-66
-0.8% -$1.79K 0.15% 88
2023
Q3 		$231K Sell
8,798
-107
-1% -$2.92K 0.15% 89
2023
Q2 		$242K Buy
8,905
+27
+0.3% +$696 0.17% 84
2023
Q1 		$226K Buy
8,878
+21
+0.2% +$532 0.18% 87
2022
Q4 		$215K Buy
+8,857
New +$215K 0.19% 83

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Holistic Financial Partners's DFAC Position: Q2 2026 in Review

Holistic Financial Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q2 2026, buying an estimated $898 and bringing the position to 8,759 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #61.

Holistic Financial Partners first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Holistic Financial Partners held 8,759 shares of Dimensional US Core Equity 2 ETF worth $389K as of Q2 2026.
  • Holistic Financial Partners bought 21 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $898.
  • Dimensional US Core Equity 2 ETF made up 0.24% of Holistic Financial Partners's portfolio in Q2 2026, its #61 holding.
  • Holistic Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.