Jim Simons’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q2	$2.07M	Sell	46,600 -50,200	-52%	-$2.15M	﹤0.01%	1938
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 $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Jim Simons's DFAC Position: Q2 2026 in Review

Jim Simons reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 52% in Q2 2026, selling an estimated $2.15M and leaving 46,600 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Jim Simons first reported a position in DFAC in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.76M in Q1 2026. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Jim Simons held 46,600 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.07M as of Q2 2026.
Jim Simons sold 50,200 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.15M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1938 holding.
Jim Simons first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2022 and has held it in 14 quarters since.
Jim Simons's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $3.76M in Q1 2026.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.