Jim Simons’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Jim Simons’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	$3.76M	Buy	+96,800	New	+$3.9M	0.01%	1526
2025 Q4	–	Sell	-71,900	Closed	-$2.77M	–	3339
2025 Q3	$2.77M	Buy	71,900 +7,100	+11%	+$265K	﹤0.01%	1860
2025 Q2	$2.32M	Buy	64,800 +53,700	+484%	+$1.79M	﹤0.01%	2022
2025 Q1	$366K	Sell	11,100 -70,500	-86%	-$2.45M	﹤0.01%	2857
2024 Q4	$2.82M	Buy	+81,600	New	+$2.87M	﹤0.01%	1827
2024 Q3	–	Sell	-19,600	Closed	-$632K	–	3594
2024 Q2	$632K	Buy	+19,600	New	+$618K	﹤0.01%	2587
2024 Q1	–	Sell	-20,400	Closed	-$596K	–	3769
2023 Q4	$596K	Sell	20,400 -7,600	-27%	-$206K	﹤0.01%	2705
2023 Q3	$734K	Sell	28,000 -57,300	-67%	-$1.56M	﹤0.01%	2506
2023 Q2	$2.32M	Buy	+85,300	New	+$2.2M	﹤0.01%	1903
2023 Q1	–	Sell	-17,000	Closed	-$413K	–	4044
2022 Q4	$413K	Sell	17,000 -40,800	-71%	-$992K	﹤0.01%	3057
2022 Q3	$1.28M	Buy	57,800 +49,000	+557%	+$1.2M	﹤0.01%	2343
2022 Q2	$205K	Sell	8,800 -2,700	-23%	-$68.4K	﹤0.01%	3641
2022 Q1	$317K	Buy	+11,500	New	+$315K	﹤0.01%	3450

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Jim Simons's DFAC Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 96,800 shares worth $3.76M. The stake represents 0.01% of the portfolio and ranks #1526 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFAC as recently as Q3 2025.

Jim Simons first reported a position in DFAC in Q1 2022 and has held it in 13 quarters since. 1,174 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Jim Simons held 96,800 shares of Dimensional US Core Equity 2 ETF worth $3.76M as of Q1 2026.
Dimensional US Core Equity 2 ETF was a new Jim Simons position in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1526 holding.
Jim Simons first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 13 quarters since.
1,174 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.