IFG
DFAC icon

Independent Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Independent Financial Group’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 		$657K Buy
14,820
+584
+4% +$25K 0.01% 863
2026
Q1 		$553K Sell
14,236
-495
-3% -$19.9K 0.01% 881
2025
Q4 		$583K Buy
14,731
+446
+3% +$17.4K 0.01% 826
2025
Q3 		$551K Buy
14,285
+2,203
+18% +$82.2K 0.01% 808
2025
Q2 		$433K Sell
12,082
-31,350
-72% -$1.05M 0.01% 841
2025
Q1 		$1.43M Buy
43,432
+258
+0.6% +$8.96K 0.05% 378
2024
Q4 		$1.49M Buy
43,174
+663
+2% +$23.3K 0.05% 368
2024
Q3 		$1.46M Buy
42,511
+409
+1% +$13.5K 0.05% 345
2024
Q2 		$1.36M Buy
42,102
+52
+0.1% +$1.64K 0.05% 323
2024
Q1 		$1.34M Sell
42,050
-3
-0% -$91 0.06% 313
2023
Q4 		$1.23M Buy
42,053
+32,008
+319% +$866K 0.07% 311
2023
Q3 		$263K Buy
+10,045
New +$274K 0.02% 711
2022
Q1 		– Sell
-7,110
Closed -$206K – 795
2021
Q4 		$206K Sell
7,110
-855
-11% -$24.1K 0.02% 725
2021
Q3 		$212K Buy
+7,965
New +$216K 0.02% 652

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 Financial Group's DFAC Position: Q2 2026 in Review

Independent Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.1% in Q2 2026, buying an estimated $25K and bringing the position to 14,820 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #863.

Independent Financial Group first reported a position in DFAC in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Independent Financial Group held 14,820 shares of Dimensional US Core Equity 2 ETF worth $657K as of Q2 2026.
  • Independent Financial Group bought 584 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $25K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #863 holding.
  • Independent Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 14 quarters since.
  • Independent Financial Group's Dimensional US Core Equity 2 ETF position peaked at $1.49M in Q4 2024.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.