KWM
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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
Q2 		$2.77M Buy
62,354
+27,598
+79% +$1.18M 0.03% 488
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Kingsview Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 79% in Q2 2026, buying an estimated $1.18M and bringing the position to 62,354 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #488.

Kingsview Wealth Management first reported a position in DFAC in Q3 2022 and has held it in 16 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Kingsview Wealth Management held 62,354 shares of Dimensional US Core Equity 2 ETF worth $2.77M as of Q2 2026.
  • Kingsview Wealth Management bought 27,598 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.18M.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Kingsview Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.