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Integrated Wealth Concepts’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Integrated Wealth Concepts’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 		$122M Buy
3,142,236
+583,392
+23% +$23.5M 0.97% 11
2025
Q4 		$101M Sell
2,558,844
-503,620
-16% -$19.7M 1.2% 12
2025
Q3 		$118M Sell
3,062,464
-8,282
-0.3% -$309K 1.06% 11
2025
Q2 		$110M Buy
3,070,746
+86,211
+3% +$2.88M 1.1% 12
2025
Q1 		$98.5M Buy
2,984,535
+10,905
+0.4% +$379K 1.15% 11
2024
Q4 		$103M Sell
2,973,630
-139,703
-4% -$4.92M 1.2% 12
2024
Q3 		$107M Buy
3,113,333
+53,878
+2% +$1.78M 1.3% 8
2024
Q2 		$98.6M Buy
3,059,455
+658,126
+27% +$20.8M 1.35% 9
2024
Q1 		$76.7M Buy
2,401,329
+174,743
+8% +$5.28M 1.11% 9
2023
Q4 		$65.1M Buy
2,226,586
+11,731
+0.5% +$317K 1.07% 9
2023
Q3 		$58M Sell
2,214,855
-5,958
-0.3% -$163K 1.02% 12
2023
Q2 		$60.3M Buy
2,220,813
+211,483
+11% +$5.45M 1.03% 11
2023
Q1 		$51.2M Sell
2,009,330
-193,944
-9% -$4.91M 1.06% 11
2022
Q4 		$53.5M Buy
2,203,274
+95,620
+5% +$2.33M 1.45% 10
2022
Q3 		$46.9M Buy
2,107,654
+18,169
+0.9% +$446K 1.5% 8
2022
Q2 		$48.7M Buy
2,089,485
+2,006,707
+2,424% +$50.8M 1.52% 9
2022
Q1 		$2.28M Sell
82,778
-1,884,908
-96% -$51.6M 0.07% 236
2021
Q4 		$57M Buy
1,967,686
+658,744
+50% +$18.6M 1.69% 9
2021
Q3 		$34.8M Sell
1,308,942
-3,289
-0.3% -$89.4K 1.13% 19
2021
Q2 		$35.4M Buy
+1,312,231
New +$34.9M 1.25% 18

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Integrated Wealth Concepts's DFAC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 23% in Q1 2026, buying an estimated $23.5M and bringing the position to 3,142,236 shares worth $122M. The position accounts for 0.97% of the portfolio, ranked #11.

Integrated Wealth Concepts first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Integrated Wealth Concepts held 3,142,236 shares of Dimensional US Core Equity 2 ETF worth $122M as of Q1 2026.
  • Integrated Wealth Concepts bought 583,392 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $23.5M.
  • Dimensional US Core Equity 2 ETF made up 0.97% of Integrated Wealth Concepts's portfolio in Q1 2026, its #11 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.