Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$284K Hold
7,299
– – ﹤0.01% 476
2025
Q4 		$289K Sell
7,299
-2,341
-24% -$91.4K ﹤0.01% 487
2025
Q3 		$372K Hold
9,640
– – ﹤0.01% 461
2025
Q2 		$346K Hold
9,640
– – ﹤0.01% 461
2025
Q1 		$318K Hold
9,640
– – ﹤0.01% 444
2024
Q4 		$333K Hold
9,640
– – ﹤0.01% 425
2024
Q3 		$331K Hold
9,640
– – ﹤0.01% 421
2024
Q2 		$311K Hold
9,640
– – ﹤0.01% 436
2024
Q1 		$308K Hold
9,640
– – ﹤0.01% 436
2023
Q4 		$282K Hold
9,640
– – ﹤0.01% 416
2023
Q3 		$253K Hold
9,640
– – ﹤0.01% 421
2023
Q2 		$262K Hold
9,640
– – ﹤0.01% 413
2023
Q1 		$246K Hold
9,640
– – ﹤0.01% 409
2022
Q4 		$234K Buy
9,640
+1
+0% +$24 ﹤0.01% 424
2022
Q3 		$214K Sell
9,639
-1
-0% -$25 ﹤0.01% 411
2022
Q2 		$225K Hold
9,640
– – ﹤0.01% 408
2022
Q1 		$266K Hold
9,640
– – ﹤0.01% 388
2021
Q4 		$279K Hold
9,640
– – ﹤0.01% 396
2021
Q3 		$256K Hold
9,640
– – ﹤0.01% 390
2021
Q2 		$258K Buy
+9,640
New +$256K ﹤0.01% 390

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 $7.79B 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
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

Kayne Anderson Rudnick Investment Management's DFAC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 7,299 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Kayne Anderson Rudnick Investment Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $372K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 7,299 shares of Dimensional US Core Equity 2 ETF worth $284K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #476 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Kayne Anderson Rudnick Investment Management's Dimensional US Core Equity 2 ETF position peaked at $372K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.