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

HTG 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
Q1 		$34.3M Buy
881,511
+29,131
+3% +$1.17M 9.74% 1
2025
Q4 		$33.7M Buy
852,380
+42,200
+5% +$1.65M 10.37% 1
2025
Q3 		$31.2M Buy
810,180
+48,477
+6% +$1.81M 10.51% 1
2025
Q2 		$27.3M Buy
761,703
+7,979
+1% +$266K 10.15% 1
2025
Q1 		$24.9M Buy
753,724
+12,759
+2% +$443K 10.37% 1
2024
Q4 		$25.6M Buy
740,965
+20,744
+3% +$731K 11.72% 1
2024
Q3 		$24.7M Buy
720,221
+26,074
+4% +$861K 11.65% 1
2024
Q2 		$22.4M Buy
694,147
+7,340
+1% +$231K 12.06% 1
2024
Q1 		$21.9M Buy
686,807
+46,470
+7% +$1.4M 12.72% 1
2023
Q4 		$18.7M Buy
640,337
+23,414
+4% +$634K 12.22% 1
2023
Q3 		$16.2M Buy
616,923
+44,791
+8% +$1.22M 12.95% 1
2023
Q2 		$15.5M Buy
572,132
+10,355
+2% +$267K 12.83% 1
2023
Q1 		$14.3M Buy
561,777
+21,272
+4% +$539K 13.05% 2
2022
Q4 		$13.1M Buy
+540,505
New +$13.1M 13.28% 2

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

HTG Investment Advisors's DFAC Position: Q1 2026 in Review

HTG Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.4% in Q1 2026, buying an estimated $1.17M and bringing the position to 881,511 shares worth $34.3M. The position accounts for 9.74% of the portfolio, ranked #1.

HTG Investment Advisors first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • HTG Investment Advisors held 881,511 shares of Dimensional US Core Equity 2 ETF worth $34.3M as of Q1 2026.
  • HTG Investment Advisors bought 29,131 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.17M.
  • Dimensional US Core Equity 2 ETF made up 9.74% of HTG Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • HTG Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.