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

Iams 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	$428K	Hold	9,646	–	–	0.13%	152
2026 Q1	$375K	Hold	9,646	–	–	0.13%	156
2025 Q4	$382K	Hold	9,646	–	–	0.14%	139
2025 Q3	$372K	Hold	9,646	–	–	0.15%	138
2025 Q2	$346K	Hold	9,646	–	–	0.16%	135
2025 Q1	$318K	Hold	9,646	–	–	0.15%	132
2024 Q4	$334K	Hold	9,646	–	–	0.15%	130
2024 Q3	$331K	Hold	9,646	–	–	0.16%	119
2024 Q2	$311K	Hold	9,646	–	–	0.17%	115
2024 Q1	$295K	Hold	9,646	–	–	0.18%	100
2023 Q4	$282K	Buy	+9,646	New	+$261K	0.18%	98

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

Iams Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,646 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #152.

Iams Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Iams Wealth Management held 9,646 shares of Dimensional US Core Equity 2 ETF worth $428K as of Q2 2026.
Iams Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.13% of Iams Wealth Management's portfolio in Q2 2026, its #152 holding.
Iams Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.