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
Q2 		$419K Hold
9,442
– – 0.05% 103
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 $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

Horizon Wealth Management's DFAC Position: Q2 2026 in Review

Horizon Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,442 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #103.

Horizon Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Horizon Wealth Management held 9,442 shares of Dimensional US Core Equity 2 ETF worth $419K as of Q2 2026.
  • Horizon Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Horizon Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Horizon Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.