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

Horizon 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 		$367K Sell
9,442
-53
-0.6% -$2.13K 0.05% 97
2025
Q4 		$376K Sell
9,495
-186
-2% -$7.26K 0.06% 90
2025
Q3 		$373K Sell
9,681
-168
-2% -$6.27K 0.05% 86
2025
Q2 		$353K Sell
9,849
-705
-7% -$23.5K 0.06% 72
2025
Q1 		$348K Sell
10,554
-288
-3% -$10K 0.06% 71
2024
Q4 		$375K Buy
10,842
+1,591
+17% +$56K 0.07% 65
2024
Q3 		$317K Sell
9,251
-155
-2% -$5.12K 0.06% 59
2024
Q2 		$303K Sell
9,406
-3,508
-27% -$111K 0.07% 57
2024
Q1 		$413K Buy
12,914
+2,629
+26% +$79.4K 0.11% 45
2023
Q4 		$301K Buy
10,285
+19
+0.2% +$514 0.08% 56
2023
Q3 		$269K Sell
10,266
-117
-1% -$3.19K 0.11% 57
2023
Q2 		$282K Buy
10,383
+18
+0.2% +$464 0.11% 58
2023
Q1 		$264K Buy
10,365
+12
+0.1% +$304 0.2% 54
2022
Q4 		$251K Buy
10,353
+27
+0.3% +$657 0.2% 55
2022
Q3 		$230K Buy
10,326
+20
+0.2% +$491 0.17% 55
2022
Q2 		$240K Buy
+10,306
New +$261K 0.1% 90

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

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

Horizon Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.56% in Q1 2026, selling an estimated $2.13K and leaving 9,442 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #97.

Horizon Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $413K in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Horizon Wealth Management held 9,442 shares of Dimensional US Core Equity 2 ETF worth $367K as of Q1 2026.
  • Horizon Wealth Management sold 53 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.13K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Horizon Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Horizon Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizon Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $413K in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.