Investmark Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Investmark Advisory 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	$9.69M	Sell	218,483 -1,409	-0.6%	-$60.3K	3.68%	4
2026 Q1	$8.55M	Buy	219,892 +240	+0.1%	+$9.67K	3.66%	4
2025 Q4	$8.7M	Sell	219,652 -1,733	-0.8%	-$67.6K	3.7%	5
2025 Q3	$8.54M	Sell	221,385 -719	-0.3%	-$26.8K	3.7%	5
2025 Q2	$7.96M	Sell	222,104 -41,389	-16%	-$1.38M	3.73%	6
2025 Q1	$8.69M	Sell	263,493 -870	-0.3%	-$30.2K	4.29%	4
2024 Q4	$9.14M	Buy	264,363 +28,605	+12%	+$1.01M	4.48%	4
2024 Q3	$8.08M	Sell	235,758 -1,178	-0.5%	-$38.9K	3.93%	5
2024 Q2	$7.64M	Sell	236,936 -3,496	-1%	-$110K	4.07%	4
2024 Q1	$7.68M	Sell	240,432 -1,426	-0.6%	-$43K	4.21%	4
2023 Q4	$7.07M	Buy	241,858 +5,307	+2%	+$144K	4.15%	4
2023 Q3	$6.2M	Buy	236,551 +2,418	+1%	+$66K	4.2%	4
2023 Q2	$6.36M	Buy	234,133 +45,854	+24%	+$1.18M	4.24%	4
2023 Q1	$4.8M	Sell	188,279 -38,212	-17%	-$968K	3.52%	4
2022 Q4	$5.5M	Sell	226,491 -1,442	-0.6%	-$35.1K	4.08%	4
2022 Q3	$5.07M	Buy	227,933 +16	+0%	+$393	4.55%	4
2022 Q2	$5.31M	Sell	227,917 -5,293	-2%	-$134K	5.25%	4
2022 Q1	$6.43M	Sell	233,210 -1,305	-0.6%	-$35.7K	6.63%	3
2021 Q4	$6.79M	Buy	+234,515	New	+$6.62M	6.35%	3

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Investmark Advisory Group's DFAC Position: Q2 2026 in Review

Investmark Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.64% in Q2 2026, selling an estimated $60.3K and leaving 218,483 shares worth $9.69M. The position accounts for 3.68% of the portfolio, ranked #4.

Investmark Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Investmark Advisory Group held 218,483 shares of Dimensional US Core Equity 2 ETF worth $9.69M as of Q2 2026.
Investmark Advisory Group sold 1,409 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $60.3K.
Dimensional US Core Equity 2 ETF made up 3.68% of Investmark Advisory Group's portfolio in Q2 2026, its #4 holding.
Investmark Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.