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IEQ Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

IEQ Capital’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 		$7.19M Buy
162,195
+11,279
+7% +$483K 0.03% 409
2026
Q1 		$5.86M Buy
150,916
+25,675
+21% +$1.03M 0.03% 473
2025
Q4 		$4.96M Sell
125,241
-624
-0.5% -$24.4K 0.01% 524
2025
Q3 		$4.85M Buy
125,865
+10,960
+10% +$409K 0.01% 494
2025
Q2 		$4.12M Buy
114,905
+70,849
+161% +$2.36M 0.03% 469
2025
Q1 		$1.45M Buy
44,056
+108
+0.2% +$3.75K 0.01% 659
2024
Q4 		$1.52M Buy
43,948
+124
+0.3% +$4.37K 0.01% 572
2024
Q3 		$1.5M Sell
43,824
-48
-0.1% -$1.58K 0.02% 441
2024
Q2 		$1.41M Buy
43,872
+300
+0.7% +$9.46K 0.02% 411
2024
Q1 		$1.39M Buy
43,572
+89
+0.2% +$2.69K 0.02% 392
2023
Q4 		$1.27M Buy
43,483
+155
+0.4% +$4.19K 0.02% 373
2023
Q3 		$1.14M Buy
43,328
+157
+0.4% +$4.29K 0.02% 372
2023
Q2 		$1.17M Buy
43,171
+151
+0.4% +$3.89K 0.02% 361
2023
Q1 		$1.1M Buy
43,020
+103
+0.2% +$2.61K 0.03% 364
2022
Q4 		$1.04M Buy
42,917
+222
+0.5% +$5.4K 0.03% 361
2022
Q3 		$950K Buy
42,695
+161
+0.4% +$3.95K 0.03% 377
2022
Q2 		$991K Buy
42,534
+160
+0.4% +$4.05K 0.03% 304
2022
Q1 		$1.17M Buy
42,374
+95
+0.2% +$2.6K 0.03% 296
2021
Q4 		$1.23M Buy
42,279
+174
+0.4% +$4.91K 0.03% 267
2021
Q3 		$1.12M Buy
42,105
+118
+0.3% +$3.21K 0.03% 275
2021
Q2 		$1.13M Buy
+41,987
New +$1.12M 0.03% 238

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

IEQ Capital's DFAC Position: Q2 2026 in Review

IEQ Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.5% in Q2 2026, buying an estimated $483K and bringing the position to 162,195 shares worth $7.19M. The position accounts for 0.03% of the portfolio, ranked #409.

IEQ Capital first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • IEQ Capital held 162,195 shares of Dimensional US Core Equity 2 ETF worth $7.19M as of Q2 2026.
  • IEQ Capital bought 11,279 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $483K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #409 holding.
  • IEQ Capital first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.