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

IHT 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
Q1 		$481K Buy
12,390
+809
+7% +$32.6K 0.01% 847
2025
Q4 		$459K Buy
11,581
+5
+0% +$195 0.01% 802
2025
Q3 		$447K Sell
11,576
-32,289
-74% -$1.2M 0.01% 780
2025
Q2 		$1.57M Buy
43,865
+6
+0% +$200 0.04% 368
2025
Q1 		$1.45M Buy
43,859
+5
+0% +$174 0.05% 365
2024
Q4 		$1.52M Sell
43,854
-11,545
-21% -$407K 0.05% 334
2024
Q3 		$1.9M Buy
55,399
+9,412
+20% +$311K 0.05% 335
2024
Q2 		$1.48M Sell
45,987
-18,870
-29% -$595K 0.06% 335
2024
Q1 		$2.07M Buy
64,857
+13,421
+26% +$405K 0.08% 242
2023
Q4 		$1.5M Sell
51,436
-12,189
-19% -$330K 0.07% 283
2023
Q3 		$1.67M Buy
63,625
+6,508
+11% +$178K 0.08% 226
2023
Q2 		$1.55M Sell
57,117
-4,962
-8% -$128K 0.08% 234
2023
Q1 		$1.58M Buy
62,079
+2,820
+5% +$71.4K 0.09% 223
2022
Q4 		$1.44M Buy
59,259
+468
+0.8% +$11.4K 0.09% 228
2022
Q3 		$1.31M Buy
58,791
+24,465
+71% +$601K 0.1% 228
2022
Q2 		$800K Buy
+34,326
New +$869K 0.07% 280
2022
Q1 		– Sell
-34,326
Closed -$994K – 787
2021
Q4 		$994K Buy
34,326
+9,200
+37% +$260K 0.07% 261
2021
Q3 		$668K Sell
25,126
-4,751
-16% -$129K 0.05% 335
2021
Q2 		$806K Buy
+29,877
New +$794K 0.05% 380

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

IHT Wealth Management's DFAC Position: Q1 2026 in Review

IHT Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7% in Q1 2026, buying an estimated $32.6K and bringing the position to 12,390 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #847.

IHT Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • IHT Wealth Management held 12,390 shares of Dimensional US Core Equity 2 ETF worth $481K as of Q1 2026.
  • IHT Wealth Management bought 809 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $32.6K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #847 holding.
  • IHT Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • IHT Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $2.07M in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.