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

IMA Advisory Services’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	$1.78M	Sell	40,225 -2,870	-7%	-$123K	0.11%	129
2026 Q1	$1.67M	Hold	43,095	–	–	0.16%	97
2025 Q4	$1.71M	Sell	43,095 -50	-0.1%	-$1.95K	0.16%	99
2025 Q3	$1.66M	Buy	+43,145	New	+$1.61M	0.17%	93

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

IMA Advisory Services's DFAC Position: Q2 2026 in Review

IMA Advisory Services reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.7% in Q2 2026, selling an estimated $123K and leaving 40,225 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #129.

IMA Advisory Services first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

IMA Advisory Services held 40,225 shares of Dimensional US Core Equity 2 ETF worth $1.78M as of Q2 2026.
IMA Advisory Services sold 2,870 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $123K.
Dimensional US Core Equity 2 ETF made up 0.11% of IMA Advisory Services's portfolio in Q2 2026, its #129 holding.
IMA Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.