Keystone Wealth Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Keystone Wealth Services’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	$493K	Hold	12,697	–	–	0.11%	191
2025 Q4	$503K	Hold	12,697	–	–	0.11%	148
2025 Q3	$490K	Hold	12,697	–	–	0.11%	181
2025 Q2	$455K	Hold	12,697	–	–	0.11%	182
2025 Q1	$419K	Hold	12,697	–	–	0.11%	169
2024 Q4	$439K	Hold	12,697	–	–	0.12%	160
2024 Q3	$435K	Hold	12,697	–	–	0.12%	158
2024 Q2	$409K	Hold	12,697	–	–	0.13%	146
2024 Q1	$406K	Hold	12,697	–	–	0.13%	144
2023 Q4	$371K	Hold	12,697	–	–	0.13%	146
2023 Q3	$333K	Hold	12,697	–	–	0.13%	153
2023 Q2	$345K	Hold	12,697	–	–	0.13%	144
2023 Q1	$324K	Hold	12,697	–	–	0.13%	145
2022 Q4	$308K	Hold	12,697	–	–	0.13%	139
2022 Q3	$282K	Hold	12,697	–	–	0.13%	123
2022 Q2	$296K	Hold	12,697	–	–	0.13%	123
2022 Q1	$350K	Hold	12,697	–	–	0.14%	121
2021 Q4	$368K	Buy	+12,697	New	+$358K	0.15%	114

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Wealth Services's DFAC Position: Q1 2026 in Review

Keystone Wealth Services held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 12,697 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #191.

Keystone Wealth Services first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $503K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Keystone Wealth Services held 12,697 shares of Dimensional US Core Equity 2 ETF worth $493K as of Q1 2026.
Keystone Wealth Services left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.11% of Keystone Wealth Services's portfolio in Q1 2026, its #191 holding.
Keystone Wealth Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
Keystone Wealth Services's Dimensional US Core Equity 2 ETF position peaked at $503K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.