IFS
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Intelligent Financial Strategies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Intelligent Financial Strategies’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 		$4.17M Buy
94,014
+41
+0% +$1.75K 2.01% 12
2026
Q1 		$3.65M Buy
93,973
+42
+0% +$1.69K 1.9% 12
2025
Q4 		$3.72M Buy
93,931
+47
+0.1% +$1.83K 1.79% 12
2025
Q3 		$3.62M Buy
93,884
+56
+0.1% +$2.09K 1.76% 12
2025
Q2 		$3.36M Buy
93,828
+16,676
+22% +$556K 1.78% 11
2025
Q1 		$2.55M Buy
77,152
+9
+0% +$312 1.33% 11
2024
Q4 		$2.67M Buy
77,143
+10
+0% +$352 1.48% 11
2024
Q3 		$2.64M Buy
77,133
+10
+0% +$330 1.46% 10
2024
Q2 		$2.49M Buy
77,123
+10
+0% +$315 1.53% 10
2024
Q1 		$2.46M Sell
77,113
-136,076
-64% -$4.11M 1.53% 10
2023
Q4 		$6.23M Sell
213,189
-1,008
-0.5% -$27.3K 4.36% 5
2023
Q3 		$5.61M Sell
214,197
-7,548
-3% -$206K 4.16% 5
2023
Q2 		$6.02M Sell
221,745
-4,772
-2% -$123K 4.39% 5
2023
Q1 		$5.77M Sell
226,517
-18,165
-7% -$460K 4.52% 5
2022
Q4 		$5.94M Sell
244,682
-581
-0.2% -$14.1K 5% 4
2022
Q3 		$5.46M Buy
245,263
+786
+0.3% +$19.3K 5.72% 2
2022
Q2 		$5.7M Buy
244,477
+96,704
+65% +$2.45M 5.79% 3
2022
Q1 		$4.08M Buy
147,773
+7
+0% +$192 3.97% 5
2021
Q4 		$4.28M Buy
+147,766
New +$4.17M 3.85% 5

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Intelligent Financial Strategies's DFAC Position: Q2 2026 in Review

Intelligent Financial Strategies increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.04% in Q2 2026, buying an estimated $1.75K and bringing the position to 94,014 shares worth $4.17M. The position accounts for 2.01% of the portfolio, ranked #12.

Intelligent Financial Strategies first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.23M in Q4 2023. 630 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Intelligent Financial Strategies held 94,014 shares of Dimensional US Core Equity 2 ETF worth $4.17M as of Q2 2026.
  • Intelligent Financial Strategies bought 41 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.75K.
  • Dimensional US Core Equity 2 ETF made up 2.01% of Intelligent Financial Strategies's portfolio in Q2 2026, its #12 holding.
  • Intelligent Financial Strategies first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Dimensional US Core Equity 2 ETF position peaked at $6.23M in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.