IF
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Intrua Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Intrua Financial’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 		$564K Buy
14,526
+3,774
+35% +$152K 0.06% 242
2025
Q4 		$426K Hold
10,752
– – 0.04% 293
2025
Q3 		$415K Hold
10,752
– – 0.05% 297
2025
Q2 		$385K Hold
10,752
– – 0.05% 249
2025
Q1 		$355K Sell
10,752
-974
-8% -$33.8K 0.05% 251
2024
Q4 		$406K Hold
11,726
– – 0.06% 231
2024
Q3 		$402K Sell
11,726
-200
-2% -$6.61K 0.06% 262
2024
Q2 		$384K Hold
11,926
– – 0.06% 269
2024
Q1 		$381K Hold
11,926
– – 0.06% 284
2023
Q4 		$349K Hold
11,926
– – 0.05% 290
2023
Q3 		$312K Hold
11,926
– – 0.05% 264
2023
Q2 		$324K Hold
11,926
– – 0.05% 265
2023
Q1 		$301K Hold
11,926
– – 0.06% 252
2022
Q4 		$296K Hold
11,926
– – 0.07% 257
2022
Q3 		$265K Sell
11,926
-1,250
-9% -$30.7K 0.07% 247
2022
Q2 		$307K Hold
13,176
– – 0.07% 279
2022
Q1 		$363K Hold
13,176
– – 0.07% 272
2021
Q4 		$382K Hold
13,176
– – 0.07% 261
2021
Q3 		$366K Sell
13,176
-200
-1% -$5.43K 0.07% 264
2021
Q2 		$368K Buy
+13,376
New +$355K 0.09% 201

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

Intrua Financial's DFAC Position: Q1 2026 in Review

Intrua Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 35% in Q1 2026, buying an estimated $152K and bringing the position to 14,526 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #242.

Intrua Financial 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.

  • Intrua Financial held 14,526 shares of Dimensional US Core Equity 2 ETF worth $564K as of Q1 2026.
  • Intrua Financial bought 3,774 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $152K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Intrua Financial's portfolio in Q1 2026, its #242 holding.
  • Intrua Financial 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 Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.