LKBC
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L.K. Benson & Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

L.K. Benson & Company’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 		$276K Buy
7,115
+18
+0.3% +$725 0.09% 100
2025
Q4 		$281K Buy
7,097
+1,427
+25% +$55.7K 0.14% 96
2025
Q3 		$219K Buy
+5,670
New +$212K 0.12% 101

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

L.K. Benson & Company's DFAC Position: Q1 2026 in Review

L.K. Benson & Company increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, buying an estimated $725 and bringing the position to 7,115 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #100.

L.K. Benson & Company first reported a position in DFAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • L.K. Benson & Company held 7,115 shares of Dimensional US Core Equity 2 ETF worth $276K as of Q1 2026.
  • L.K. Benson & Company bought 18 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $725.
  • Dimensional US Core Equity 2 ETF made up 0.09% of L.K. Benson & Company's portfolio in Q1 2026, its #100 holding.
  • L.K. Benson & Company first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • L.K. Benson & Company's Dimensional US Core Equity 2 ETF position peaked at $281K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.