IFG Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

IFG Advisory’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	$707K	Sell	18,187 -936,377	-98%	-$37.7M	2.03%	8
2025 Q4	$37.8M	Sell	954,564 -18,207	-2%	-$711K	1.65%	5
2025 Q3	$37.5M	Buy	972,771 +7,612	+0.8%	+$284K	1.71%	5
2025 Q2	$34.6M	Buy	965,159 +9,579	+1%	+$320K	1.74%	5
2025 Q1	$31.5M	Buy	955,580 +19,519	+2%	+$678K	1.75%	6
2024 Q4	$32.4M	Buy	936,061 +23,067	+3%	+$812K	1.84%	6
2024 Q3	$31.3M	Sell	912,994 -8,024	-0.9%	-$265K	1.99%	7
2024 Q2	$29.7M	Buy	921,018 +30,628	+3%	+$966K	1.91%	7
2024 Q1	$28.4M	Sell	890,390 -16,295	-2%	-$492K	2.12%	6
2023 Q4	$26.5M	Buy	906,685 +7,221	+0.8%	+$195K	1.94%	9
2023 Q3	$23.6M	Sell	899,464 -5,303	-0.6%	-$145K	1.98%	8
2023 Q2	$24.6M	Sell	904,767 -13,303	-1%	-$343K	2.18%	9
2023 Q1	$23.4M	Sell	918,070 -12,196	-1%	-$309K	2.19%	7
2022 Q4	$22.6M	Sell	930,266 -104,375	-10%	-$2.54M	2.25%	7
2022 Q3	$23M	Buy	1,034,641 +103,670	+11%	+$2.55M	2.09%	8
2022 Q2	$21.7M	Buy	+930,971	New	+$23.6M	2.3%	8
2022 Q1	–	Sell	-927,917	Closed	-$26.9M	–	502
2021 Q4	$26.9M	Buy	927,917 +903	+0.1%	+$25.5K	2.62%	4
2021 Q3	$24.6M	Sell	927,014 -11,994	-1%	-$326K	2.65%	3
2021 Q2	$25.3M	Buy	+939,008	New	+$25M	2.82%	3

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

IFG Advisory's DFAC Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 98% in Q1 2026, selling an estimated $37.7M and leaving 18,187 shares worth $707K. The position accounts for 2.03% of the portfolio, ranked #8.

IFG Advisory first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $37.8M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

IFG Advisory held 18,187 shares of Dimensional US Core Equity 2 ETF worth $707K as of Q1 2026.
IFG Advisory sold 936,377 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $37.7M.
Dimensional US Core Equity 2 ETF made up 2.03% of IFG Advisory's portfolio in Q1 2026, its #8 holding.
IFG Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
IFG Advisory's Dimensional US Core Equity 2 ETF position peaked at $37.8M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.