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

Institute for 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	$703K	Hold	18,091	–	–	0.07%	255
2025 Q4	$716K	Sell	18,091 -5,768	-24%	-$225K	0.08%	247
2025 Q3	$920K	Sell	23,859 -12	-0.1%	-$448	0.1%	213
2025 Q2	$856K	Sell	23,871 -2,933	-11%	-$97.8K	0.1%	222
2025 Q1	$884K	Buy	26,804 +15	+0.1%	+$521	0.11%	202
2024 Q4	$927K	Buy	26,789 +16	+0.1%	+$563	0.12%	191
2024 Q3	$918K	Buy	26,773 +16	+0.1%	+$528	0.12%	191
2024 Q2	$863K	Hold	26,757	–	–	0.12%	188
2024 Q1	$855K	Buy	+26,757	New	+$808K	0.11%	191
2022 Q2	–	Sell	-7,348	Closed	-$203K	–	538
2022 Q1	$203K	Sell	7,348 -65	-0.9%	-$1.78K	0.03%	511
2021 Q4	$215K	Buy	+7,413	New	+$209K	0.04%	458
2021 Q3	–	Sell	-7,413	Closed	-$200K	–	488
2021 Q2	$200K	Buy	+7,413	New	+$197K	0.04%	467

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

Institute for Wealth Management's DFAC Position: Q1 2026 in Review

Institute for Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 18,091 shares worth $703K. The position accounts for 0.07% of the portfolio, ranked #255.

Institute for Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. The position peaked at $927K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Institute for Wealth Management held 18,091 shares of Dimensional US Core Equity 2 ETF worth $703K as of Q1 2026.
Institute for Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.07% of Institute for Wealth Management's portfolio in Q1 2026, its #255 holding.
Institute for Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 12 quarters since.
Institute for Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $927K in Q4 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.