Kingsview Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kingsview Wealth Management’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	$1.35M	Sell	34,756 -73	-0.2%	-$2.94K	0.02%	596
2025 Q4	$1.38M	Buy	34,829 +77	+0.2%	+$3K	0.02%	550
2025 Q3	$1.34M	Buy	34,752 +92	+0.3%	+$3.43K	0.02%	536
2025 Q2	$1.24M	Buy	34,660 +22	+0.1%	+$734	0.02%	536
2025 Q1	$1.14M	Buy	34,638 +1,475	+4%	+$51.2K	0.02%	513
2024 Q4	$1.15M	Buy	33,163 +93	+0.3%	+$3.27K	0.02%	512
2024 Q3	$1.13M	Buy	33,070 +92	+0.3%	+$3.04K	0.02%	502
2024 Q2	$1.06M	Buy	32,978 +93	+0.3%	+$2.93K	0.03%	499
2024 Q1	$1.05M	Buy	32,885 +1,764	+6%	+$53.3K	0.03%	486
2023 Q4	$910K	Buy	31,121 +251	+0.8%	+$6.79K	0.03%	491
2023 Q3	$809K	Buy	30,870 +112	+0.4%	+$3.06K	0.03%	494
2023 Q2	$835K	Buy	30,758 +107	+0.3%	+$2.76K	0.03%	462
2023 Q1	$781K	Sell	30,651 -2,150	-7%	-$54.5K	0.03%	459
2022 Q4	$796K	Hold	32,801	–	–	0.03%	392
2022 Q3	$729K	Buy	+32,801	New	+$805K	0.03%	409

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

Kingsview Wealth Management's DFAC Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.21% in Q1 2026, selling an estimated $2.94K and leaving 34,756 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #596.

Kingsview Wealth Management first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Kingsview Wealth Management held 34,756 shares of Dimensional US Core Equity 2 ETF worth $1.35M as of Q1 2026.
Kingsview Wealth Management sold 73 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.94K.
Dimensional US Core Equity 2 ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #596 holding.
Kingsview Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
Kingsview Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.38M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.