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Kohmann Bosshard Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-3,363
Closed -$133K – 302
2025
Q4 		$133K Buy
+3,363
New +$131K 0.01% 349
2025
Q1 		– Sell
-3,363
Closed -$116K – 408
2024
Q4 		$116K Buy
+3,363
New +$118K 0.01% 238

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

Kohmann Bosshard Financial Services's DFAC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 3,363 shares — an estimated $133K sold.

Kohmann Bosshard Financial Services first reported a position in DFAC in Q4 2024 and held it in 2 quarters. The position peaked at $133K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3,363 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $133K.
  • Kohmann Bosshard Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Dimensional US Core Equity 2 ETF position peaked at $133K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.