KA
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Kovack Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kovack 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 		$1M Buy
22,622
+2,000
+10% +$85.6K 0.05% 385
2026
Q1 		$807K Sell
20,622
-5,272
-20% -$212K 0.04% 435
2025
Q4 		$1.03M Buy
25,894
+5,272
+26% +$206K 0.05% 364
2025
Q3 		$795K Hold
20,622
– – 0.07% 241
2025
Q2 		$739K Hold
20,622
– – 0.07% 247
2025
Q1 		$680K Sell
20,622
-215
-1% -$7.46K 0.07% 236
2024
Q4 		$721K Sell
20,837
-4,075
-16% -$144K 0.07% 227
2024
Q3 		$854K Hold
24,912
– – 0.09% 184
2024
Q2 		$803K Buy
+24,912
New +$786K 0.09% 201
2024
Q1 		– Sell
-24,911
Closed -$728K – 501
2023
Q4 		$728K Buy
24,911
+1
+0% +$27 0.09% 222
2023
Q3 		$653K Buy
24,910
+1
+0% +$27 0.09% 208
2023
Q2 		$676K Hold
24,909
– – 0.09% 224
2023
Q1 		$635K Buy
24,909
+1
+0% +$25 0.09% 238
2022
Q4 		$605K Sell
24,908
-483
-2% -$11.7K 0.09% 239
2022
Q3 		$565K Buy
25,391
+485
+2% +$11.9K 0.08% 258
2022
Q2 		$580K Buy
24,906
+1
+0% +$25 0.08% 278
2022
Q1 		$686K Hold
24,905
– – 0.07% 305
2021
Q4 		$721K Sell
24,905
-2,897
-10% -$81.7K 0.07% 301
2021
Q3 		$739K Sell
27,802
-192
-0.7% -$5.22K 0.08% 284
2021
Q2 		$755K Buy
+27,994
New +$744K 0.09% 254

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

Kovack Advisors's DFAC Position: Q2 2026 in Review

Kovack Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.7% in Q2 2026, buying an estimated $85.6K and bringing the position to 22,622 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #385.

Kovack Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Kovack Advisors held 22,622 shares of Dimensional US Core Equity 2 ETF worth $1M as of Q2 2026.
  • Kovack Advisors bought 2,000 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $85.6K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #385 holding.
  • Kovack Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Kovack Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.03M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.