Kaufman Rossin Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kaufman Rossin Wealth’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	$6.34M	Buy	142,667 +256	+0.2%	+$11K	3%	9
2026 Q1	$5.53M	Sell	142,411 -26,579	-16%	-$1.07M	3.17%	9
2025 Q4	$6.69M	Sell	168,990 -1,731	-1%	-$67.6K	3.48%	8
2025 Q3	$6.58M	Sell	170,721 -10,454	-6%	-$390K	3.61%	7
2025 Q2	$6.49M	Sell	181,175 -6,203	-3%	-$207K	4.11%	6
2025 Q1	$6.18M	Sell	187,378 -712	-0.4%	-$24.7K	4.42%	5
2024 Q4	$6.51M	Buy	+188,090	New	+$6.62M	6.7%	5

Other funds holding DFAC

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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 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

Kaufman Rossin Wealth's DFAC Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.18% in Q2 2026, buying an estimated $11K and bringing the position to 142,667 shares worth $6.34M. The position accounts for 3% of the portfolio, ranked #9.

Kaufman Rossin Wealth first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.69M in Q4 2025. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Kaufman Rossin Wealth held 142,667 shares of Dimensional US Core Equity 2 ETF worth $6.34M as of Q2 2026.
Kaufman Rossin Wealth bought 256 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11K.
Dimensional US Core Equity 2 ETF made up 3% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #9 holding.
Kaufman Rossin Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Kaufman Rossin Wealth's Dimensional US Core Equity 2 ETF position peaked at $6.69M in Q4 2025.
280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.