IAG
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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
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
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

Investmark Advisory Group's DFAC Position: Q1 2026 in Review

Investmark Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.11% in Q1 2026, buying an estimated $9.67K and bringing the position to 219,892 shares worth $8.55M. The position accounts for 3.66% of the portfolio, ranked #4.

Investmark Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.14M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Investmark Advisory Group held 219,892 shares of Dimensional US Core Equity 2 ETF worth $8.55M as of Q1 2026.
  • Investmark Advisory Group bought 240 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $9.67K.
  • Dimensional US Core Equity 2 ETF made up 3.66% of Investmark Advisory Group's portfolio in Q1 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 18 quarters since.
  • Investmark Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $9.14M in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.