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 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 $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

IMA Advisory Services's DFAC Position: Q1 2026 in Review

IMA Advisory Services held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 43,095 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #97.

IMA Advisory Services first reported a position in DFAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

IMA Advisory Services held 43,095 shares of Dimensional US Core Equity 2 ETF worth $1.67M as of Q1 2026.
IMA Advisory Services left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.16% of IMA Advisory Services's portfolio in Q1 2026, its #97 holding.
IMA Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
IMA Advisory Services's Dimensional US Core Equity 2 ETF position peaked at $1.71M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.