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

Keystone Financial Services (Colorado)’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 		$776K Sell
19,970
-100
-0.5% -$4.03K 0.23% 51
2025
Q4 		$795K Sell
20,070
-1,865
-9% -$72.8K 0.24% 52
2025
Q3 		$846K Buy
21,935
+73
+0.3% +$2.72K 0.26% 47
2025
Q2 		$784K Sell
21,862
-7,314
-25% -$244K 0.27% 49
2025
Q1 		$963K Buy
29,176
+623
+2% +$21.6K 0.37% 33
2024
Q4 		$988K Buy
+28,553
New +$1.01M 0.38% 28

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

Keystone Financial Services (Colorado)'s DFAC Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.5% in Q1 2026, selling an estimated $4.03K and leaving 19,970 shares worth $776K. The position accounts for 0.23% of the portfolio, ranked #51.

Keystone Financial Services (Colorado) first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $988K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Keystone Financial Services (Colorado) held 19,970 shares of Dimensional US Core Equity 2 ETF worth $776K as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 100 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.03K.
  • Dimensional US Core Equity 2 ETF made up 0.23% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #51 holding.
  • Keystone Financial Services (Colorado) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Keystone Financial Services (Colorado)'s Dimensional US Core Equity 2 ETF position peaked at $988K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.