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Keel Point’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Keel Point’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 		$991K Buy
25,513
+4,334
+20% +$175K 0.07% 169
2025
Q4 		$838K Sell
21,179
-521
-2% -$20.3K 0.05% 208
2025
Q3 		$837K Hold
21,700
– – 0.05% 208
2025
Q2 		$778K Buy
21,700
+10,191
+89% +$340K 0.05% 217
2025
Q1 		$380K Sell
11,509
-6,805
-37% -$236K 0.03% 304
2024
Q4 		$633K Sell
18,314
-670
-4% -$23.6K 0.05% 197
2024
Q3 		$651K Hold
18,984
– – 0.05% 194
2024
Q2 		$614K Sell
18,984
-526
-3% -$16.6K 0.06% 202
2024
Q1 		$623K Buy
19,510
+87
+0.4% +$2.63K 0.06% 165
2023
Q4 		$568K Hold
19,423
– – 0.07% 160
2023
Q3 		$509K Hold
19,423
– – 0.07% 160
2023
Q2 		$527K Buy
19,423
+6,160
+46% +$159K 0.07% 159
2023
Q1 		$338K Buy
+13,263
New +$336K 0.05% 208
2022
Q3 		– Sell
-7,845
Closed -$203K – 260
2022
Q2 		$203K Hold
7,845
– – 0.03% 243
2022
Q1 		$216K Sell
7,845
-649
-8% -$17.8K 0.03% 243
2021
Q4 		$246K Sell
8,494
-365
-4% -$10.3K 0.03% 237
2021
Q3 		$235K Hold
8,859
– – 0.03% 234
2021
Q2 		$239K Buy
+8,859
New +$235K 0.03% 233

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

Keel Point's DFAC Position: Q1 2026 in Review

Keel Point increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 20% in Q1 2026, buying an estimated $175K and bringing the position to 25,513 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #169.

Keel Point first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Keel Point held 25,513 shares of Dimensional US Core Equity 2 ETF worth $991K as of Q1 2026.
  • Keel Point bought 4,334 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $175K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Keel Point's portfolio in Q1 2026, its #169 holding.
  • Keel Point first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.