HUB Investment Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

HUB Investment 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 Q1	$2.48M	Buy	63,719 +604	+1%	+$24.3K	0.06%	225
2025 Q4	$2.5M	Sell	63,115 -7,888	-11%	-$308K	0.06%	191
2025 Q3	$2.74M	Buy	71,003 +32,287	+83%	+$1.2M	0.09%	166
2025 Q2	$1.39M	Sell	38,716 -9,970	-20%	-$333K	0.05%	229
2025 Q1	$1.61M	Buy	48,686 +16	+0%	+$555	0.06%	187
2024 Q4	$1.68M	Buy	48,670 +10,771	+28%	+$379K	0.07%	167
2024 Q3	$1.3M	Buy	37,899 +45	+0.1%	+$1.49K	0.06%	180
2024 Q2	$1.22M	Buy	37,854 +50	+0.1%	+$1.58K	0.05%	170
2024 Q1	$1.21M	Buy	37,804 +11,435	+43%	+$345K	0.07%	172
2023 Q4	$771K	Buy	26,369 +453	+2%	+$12.3K	0.05%	183
2023 Q3	$679K	Buy	25,916 +23	+0.1%	+$628	0.1%	114
2023 Q2	$703K	Sell	25,893 -1,339	-5%	-$34.5K	0.12%	113
2023 Q1	$694K	Sell	27,232 -395	-1%	-$10K	0.14%	104
2022 Q4	$671K	Sell	27,627 -3,134	-10%	-$76.2K	0.15%	71
2022 Q3	$684K	Buy	+30,761	New	+$755K	0.21%	82

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HUB Investment Partners's DFAC Position: Q1 2026 in Review

HUB Investment Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.96% in Q1 2026, buying an estimated $24.3K and bringing the position to 63,719 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #225.

HUB Investment Partners first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

HUB Investment Partners held 63,719 shares of Dimensional US Core Equity 2 ETF worth $2.48M as of Q1 2026.
HUB Investment Partners bought 604 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $24.3K.
Dimensional US Core Equity 2 ETF made up 0.06% of HUB Investment Partners's portfolio in Q1 2026, its #225 holding.
HUB Investment Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
HUB Investment Partners's Dimensional US Core Equity 2 ETF position peaked at $2.74M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.