IF
DFAC icon

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

Ironwood 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
Q2 		$289K Hold
6,509
– – 0.05% 153
2026
Q1 		$253K Hold
6,509
– – 0.04% 153
2025
Q4 		$265K Hold
6,509
– – 0.04% 148
2025
Q3 		$251K Buy
6,509
+37
+0.6% +$1.38K 0.04% 152
2025
Q2 		$214K Hold
6,472
– – 0.05% 151
2025
Q1 		$214K Hold
6,472
– – 0.05% 151
2024
Q4 		$224K Sell
6,472
-3,728
-37% -$131K 0.05% 148
2024
Q3 		$350K Sell
10,200
-150
-1% -$4.95K 0.07% 123
2024
Q2 		$334K Hold
10,350
– – 0.07% 123
2024
Q1 		$331K Hold
10,350
– – 0.08% 125
2023
Q4 		$303K Hold
10,350
– – 0.07% 129
2023
Q3 		$271K Hold
10,350
– – 0.07% 123
2023
Q2 		$281K Hold
10,350
– – 0.07% 123
2023
Q1 		$264K Hold
10,350
– – 0.07% 126
2022
Q4 		$251K Hold
10,350
– – 0.08% 124
2022
Q3 		$230K Hold
10,350
– – 0.08% 107
2022
Q2 		$241K Buy
+10,350
New +$262K 0.08% 109
2022
Q1 		– Sell
-10,350
Closed -$300K – 125
2021
Q4 		$300K Hold
10,350
– – 0.08% 102
2021
Q3 		$275K Hold
10,350
– – 0.08% 102
2021
Q2 		$279K Buy
+10,350
New +$275K 0.08% 98

Other funds holding DFAC

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Ironwood Financial's DFAC Position: Q2 2026 in Review

Ironwood Financial held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,509 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #153.

Ironwood Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $350K in Q3 2024. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ironwood Financial held 6,509 shares of Dimensional US Core Equity 2 ETF worth $289K as of Q2 2026.
  • Ironwood Financial left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #153 holding.
  • Ironwood Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Ironwood Financial's Dimensional US Core Equity 2 ETF position peaked at $350K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.