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Johnson Financial Group LLC (Colorado)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$586K Hold
15,089
– – 0.04% 81
2025
Q4 		$597K Hold
15,089
– – 0.04% 66
2025
Q3 		$582K Hold
15,089
– – 0.05% 45
2025
Q2 		$541K Hold
15,089
– – 0.05% 40
2025
Q1 		$498K Hold
15,089
– – 0.05% 50
2024
Q4 		$522K Hold
15,089
– – 0.06% 33
2024
Q3 		$517K Sell
15,089
-216
-1% -$7.13K 0.06% 31
2024
Q2 		$493K Sell
15,305
-619
-4% -$19.5K 0.06% 29
2024
Q1 		$509K Hold
15,924
– – 0.06% 30
2023
Q4 		$465K Buy
15,924
+4,905
+45% +$133K 0.06% 35
2023
Q3 		$289K Sell
11,019
-719
-6% -$19.6K 0.04% 34
2023
Q2 		$319K Sell
11,738
-418
-3% -$10.8K 0.04% 31
2023
Q1 		$310K Hold
12,156
– – 0.05% 28
2022
Q4 		$295K Hold
12,156
– – 0.05% 29
2022
Q3 		$270K Hold
12,156
– – 0.04% 41
2022
Q2 		$283K Sell
12,156
-290
-2% -$7.34K 0.06% 40
2022
Q1 		$343K Sell
12,446
-5,368
-30% -$147K 0.06% 36
2021
Q4 		$516K Hold
17,814
– – 0.08% 34
2021
Q3 		$473K Sell
17,814
-4,664
-21% -$127K 0.09% 38
2021
Q2 		$606K Buy
+22,478
New +$597K 0.12% 32

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

Johnson Financial Group LLC (Colorado)'s DFAC Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 15,089 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #81.

Johnson Financial Group LLC (Colorado) first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $606K in Q2 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 15,089 shares of Dimensional US Core Equity 2 ETF worth $586K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #81 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Dimensional US Core Equity 2 ETF position peaked at $606K in Q2 2021.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.