IAA
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Independent Advisor Alliance’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Independent Advisor Alliance’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 		– Sell
-26,552
Closed -$1.03M – 1153
2026
Q1 		$1.03M Buy
+26,552
New +$1.07M 0.01% 817
2025
Q1 		– Sell
-25,013
Closed -$865K – 905
2024
Q4 		$865K Buy
+25,013
New +$881K 0.01% 767

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

Independent Advisor Alliance's DFAC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 26,552 shares — an estimated $1.03M sold.

Independent Advisor Alliance first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 26,552 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.03M.
  • Independent Advisor Alliance first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Dimensional US Core Equity 2 ETF position peaked at $1.03M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.