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Kingswood Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kingswood Wealth Advisors’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 		$353K Sell
7,966
-51
-0.6% -$2.18K 0.01% 717
2026
Q1 		$312K Sell
8,017
-237
-3% -$9.55K 0.01% 699
2025
Q4 		$327K Sell
8,254
-788
-9% -$30.8K 0.02% 653
2025
Q3 		$349K Sell
9,042
-513
-5% -$19.1K 0.02% 574
2025
Q2 		$342K Buy
9,555
+7
+0.1% +$234 0.03% 527
2025
Q1 		$315K Sell
9,548
-272
-3% -$9.44K 0.03% 532
2024
Q4 		$340K Buy
+9,820
New +$346K 0.03% 563

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

Kingswood Wealth Advisors's DFAC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.64% in Q2 2026, selling an estimated $2.18K and leaving 7,966 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #717.

Kingswood Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Kingswood Wealth Advisors held 7,966 shares of Dimensional US Core Equity 2 ETF worth $353K as of Q2 2026.
  • Kingswood Wealth Advisors sold 51 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.18K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #717 holding.
  • Kingswood Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.