LAM Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

LAM Group’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	$1.32M	Buy	29,806 +3	+0%	+$128	0.66%	39
2026 Q1	$1.16M	Buy	29,803 +3	+0%	+$121	0.64%	39
2025 Q4	$1.18M	Sell	29,800 -6,780	-19%	-$265K	0.68%	36
2025 Q3	$1.41M	Buy	36,580 +2,689	+8%	+$100K	0.87%	28
2025 Q2	$1.21M	Buy	33,891 +6	+0%	+$200	0.81%	31
2025 Q1	$1.12M	Hold	33,885	–	–	0.82%	34
2024 Q4	$1.17M	Buy	33,885 +3	+0%	+$106	0.84%	33
2024 Q3	$1.16M	Buy	33,882 +7	+0%	+$231	0.82%	33
2024 Q2	$1.09M	Hold	33,875	–	–	0.92%	29
2024 Q1	$1.08M	Buy	33,875 +2	+0%	+$60	0.88%	31
2023 Q4	$990K	Sell	33,873 -3,992	-11%	-$108K	0.9%	29
2023 Q3	$992K	Hold	37,865	–	–	0.97%	25
2023 Q2	$1.03M	Sell	37,865 -54	-0.1%	-$1.39K	0.96%	27
2023 Q1	$966K	Sell	37,919 -2,942	-7%	-$74.5K	0.95%	28
2022 Q4	$992K	Buy	+40,861	New	+$994K	1.02%	28

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

LAM Group's DFAC Position: Q2 2026 in Review

LAM Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q2 2026, buying an estimated $128 and bringing the position to 29,806 shares worth $1.32M. The position accounts for 0.66% of the portfolio, ranked #39.

LAM Group first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2025. 275 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

LAM Group held 29,806 shares of Dimensional US Core Equity 2 ETF worth $1.32M as of Q2 2026.
LAM Group bought 3 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $128.
Dimensional US Core Equity 2 ETF made up 0.66% of LAM Group's portfolio in Q2 2026, its #39 holding.
LAM Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
LAM Group's Dimensional US Core Equity 2 ETF position peaked at $1.41M in Q3 2025.
275 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.