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

Investment 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	$27M	Buy	608,039 +4,387	+0.7%	+$188K	5.85%	3
2026 Q1	$23.5M	Buy	603,652 +6,056	+1%	+$244K	5.96%	3
2025 Q4	$23.7M	Buy	597,596 +13,661	+2%	+$533K	6.09%	3
2025 Q3	$22.5M	Buy	583,935 +3,915	+0.7%	+$146K	6.12%	3
2025 Q2	$20.8M	Buy	580,020 +12,379	+2%	+$413K	6.29%	3
2025 Q1	$18.7M	Buy	567,641 +7,072	+1%	+$245K	6.26%	3
2024 Q4	$19.4M	Buy	560,569 +1,310	+0.2%	+$46.1K	6.49%	3
2024 Q3	$19.2M	Buy	559,259 +4,529	+0.8%	+$150K	6.65%	2
2024 Q2	$17.9M	Buy	554,730 +1,223	+0.2%	+$38.6K	6.91%	1
2024 Q1	$17.7M	Buy	553,507 +20,237	+4%	+$611K	7.31%	1
2023 Q4	$15.6M	Buy	533,270 +12,101	+2%	+$327K	7.16%	1
2023 Q3	$13.7M	Buy	521,169 +21,203	+4%	+$579K	7.1%	1
2023 Q2	$13.6M	Buy	499,966 +83,759	+20%	+$2.16M	6.95%	1
2023 Q1	$10.6M	Sell	416,207 -25,483	-6%	-$646K	6.1%	2
2022 Q4	$10.7M	Buy	441,690 +7,282	+2%	+$177K	6.58%	2
2022 Q3	$9.66M	Buy	434,408 +19,130	+5%	+$470K	6.7%	2
2022 Q2	$9.68M	Buy	415,278 +4,466	+1%	+$113K	6.58%	2
2022 Q1	$11.3M	Buy	410,812 +1,662	+0.4%	+$45.5K	6.88%	1
2021 Q4	$11.3M	Buy	+409,150	New	+$11.5M	7.23%	1

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

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

Investment Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.73% in Q2 2026, buying an estimated $188K and bringing the position to 608,039 shares worth $27M. The position accounts for 5.85% of the portfolio, ranked #3.

Investment Advisory Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Investment Advisory Group held 608,039 shares of Dimensional US Core Equity 2 ETF worth $27M as of Q2 2026.
Investment Advisory Group bought 4,387 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $188K.
Dimensional US Core Equity 2 ETF made up 5.85% of Investment Advisory Group's portfolio in Q2 2026, its #3 holding.
Investment Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.