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Lakeridge Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lakeridge 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 		$258K Sell
5,818
-60,341
-91% -$2.58M 0.09% 157
2026
Q1 		$2.57M Sell
66,159
-3,718
-5% -$150K 1.11% 24
2025
Q4 		$2.77M Sell
69,877
-6,678
-9% -$261K 1.26% 20
2025
Q3 		$2.95M Sell
76,555
-292
-0.4% -$10.9K 1.31% 22
2025
Q2 		$2.75M Sell
76,847
-38,778
-34% -$1.29M 1.27% 20
2025
Q1 		$3.81M Buy
115,625
+5,066
+5% +$176K 1.91% 14
2024
Q4 		$3.82M Buy
110,559
+14,106
+15% +$497K 1.98% 13
2024
Q3 		$3.31M Buy
96,453
+8,777
+10% +$290K 1.82% 12
2024
Q2 		$2.83M Buy
87,676
+8,580
+11% +$271K 1.7% 14
2024
Q1 		$2.53M Buy
79,096
+11,967
+18% +$361K 1.64% 15
2023
Q4 		$1.96M Buy
+67,129
New +$1.82M 1.42% 16

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

Lakeridge Wealth Management's DFAC Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 91% in Q2 2026, selling an estimated $2.58M and leaving 5,818 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #157.

Lakeridge Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.82M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Lakeridge Wealth Management held 5,818 shares of Dimensional US Core Equity 2 ETF worth $258K as of Q2 2026.
  • Lakeridge Wealth Management sold 60,341 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.58M.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Lakeridge Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $3.82M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.