KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$3.18M Sell
81,789
-26,215
-24% -$1.06M 2.17% 10
2025
Q4 		$4.28M Sell
108,004
-7,098
-6% -$277K 3.02% 7
2025
Q3 		$4.44M Buy
115,102
+2,225
+2% +$83K 3.36% 5
2025
Q2 		$4.05M Sell
112,877
-32,426
-22% -$1.08M 3.21% 5
2025
Q1 		$4.79M Sell
145,303
-309,893
-68% -$10.8M 4.19% 5
2024
Q4 		$15.7M Buy
455,196
+44,955
+11% +$1.58M 11.63% 2
2024
Q3 		$14.1M Buy
410,241
+23,421
+6% +$774K 11.73% 2
2024
Q2 		$12.5M Buy
386,820
+42,550
+12% +$1.34M 11.65% 2
2024
Q1 		$11M Buy
344,270
+55,049
+19% +$1.66M 10.83% 2
2023
Q4 		$8.45M Buy
289,221
+6,896
+2% +$187K 8.44% 2
2023
Q3 		$7.4M Buy
282,325
+8,816
+3% +$241K 7.63% 3
2023
Q2 		$7.43M Buy
273,509
+17,549
+7% +$452K 7.27% 4
2023
Q1 		$6.52M Buy
255,960
+213,150
+498% +$5.4M 6.71% 4
2022
Q4 		$1.04M Sell
42,810
-1,119
-3% -$27.2K 1.19% 21
2022
Q3 		$977K Buy
43,929
+3,004
+7% +$73.8K 1.47% 19
2022
Q2 		$954K Sell
40,925
-951
-2% -$24.1K 1.42% 17
2022
Q1 		$1.16M Buy
41,876
+531
+1% +$14.5K 2.64% 11
2021
Q4 		$1.2M Buy
41,345
+5,226
+14% +$147K 1.46% 17
2021
Q3 		$960K Sell
36,119
-237,671
-87% -$6.46M 2.86% 9
2021
Q2 		$7.39M Buy
+273,790
New +$7.28M 2.95% 7

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

Kerntke Otto McGlone Wealth Management Group's DFAC Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 24% in Q1 2026, selling an estimated $1.06M and leaving 81,789 shares worth $3.18M. The position accounts for 2.17% of the portfolio, ranked #10.

Kerntke Otto McGlone Wealth Management Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.7M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Kerntke Otto McGlone Wealth Management Group held 81,789 shares of Dimensional US Core Equity 2 ETF worth $3.18M as of Q1 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 26,215 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.06M.
  • Dimensional US Core Equity 2 ETF made up 2.17% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #10 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Dimensional US Core Equity 2 ETF position peaked at $15.7M in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.