Keystone Financial Group (Georgia)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Keystone Financial Group (Georgia)’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	$6.78M	Buy	152,808 +1,465	+1%	+$62.7K	3.56%	10
2026 Q1	$5.88M	Sell	151,343 -8,040	-5%	-$324K	3.06%	12
2025 Q4	$6.31M	Buy	159,383 +42,374	+36%	+$1.65M	3.3%	11
2025 Q3	$4.51M	Sell	117,009 -3,006	-3%	-$112K	2.54%	11
2025 Q2	$4.38M	Buy	120,015 +2,546	+2%	+$84.9K	2.79%	9
2025 Q1	$3.84M	Buy	117,469 +15,092	+15%	+$524K	2.7%	9
2024 Q4	$3.54M	Buy	+102,377	New	+$3.61M	2.87%	8

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Keystone Financial Group (Georgia)'s DFAC Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.97% in Q2 2026, buying an estimated $62.7K and bringing the position to 152,808 shares worth $6.78M. The position accounts for 3.56% of the portfolio, ranked #10.

Keystone Financial Group (Georgia) first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Keystone Financial Group (Georgia) held 152,808 shares of Dimensional US Core Equity 2 ETF worth $6.78M as of Q2 2026.
Keystone Financial Group (Georgia) bought 1,465 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $62.7K.
Dimensional US Core Equity 2 ETF made up 3.56% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #10 holding.
Keystone Financial Group (Georgia) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.