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

Larson Financial 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
Q1 		$2.17M Buy
55,798
+84
+0.2% +$3.38K 0.07% 222
2025
Q4 		$2.21M Buy
55,714
+115
+0.2% +$4.49K 0.07% 220
2025
Q3 		$2.14M Buy
55,599
+2,837
+5% +$106K 0.08% 216
2025
Q2 		$1.89M Sell
52,762
-7
-0% -$234 0.08% 223
2025
Q1 		$1.74M Buy
52,769
+87
+0.2% +$3.02K 0.08% 204
2024
Q4 		$1.82M Buy
52,682
+102
+0.2% +$3.59K 0.09% 185
2024
Q3 		$1.8M Buy
52,580
+96
+0.2% +$3.17K 0.1% 173
2024
Q2 		$1.69M Buy
52,484
+105
+0.2% +$3.31K 0.12% 149
2024
Q1 		$1.67M Buy
52,379
+72
+0.1% +$2.17K 0.13% 137
2023
Q4 		$1.53M Sell
52,307
-1,618
-3% -$43.8K 0.13% 137
2023
Q3 		$1.41M Buy
53,925
+170
+0.3% +$4.64K 0.14% 136
2023
Q2 		$1.46M Buy
53,755
+427
+0.8% +$11K 0.15% 135
2023
Q1 		$1.36M Buy
53,328
+87
+0.2% +$2.2K 0.15% 137
2022
Q4 		$1.29M Sell
53,241
-3,320
-6% -$80.8K 0.15% 133
2022
Q3 		$1.26M Sell
56,561
-228
-0.4% -$5.6K 0.18% 115
2022
Q2 		$1.32M Buy
56,789
+188
+0.3% +$4.76K 0.23% 56
2022
Q1 		$1.56M Sell
56,601
-69
-0.1% -$1.89K 0.25% 54
2021
Q4 		$1.64M Buy
56,670
+215
+0.4% +$6.07K 0.26% 53
2021
Q3 		$1.5M Buy
56,455
+149
+0.3% +$4.05K 0.3% 44
2021
Q2 		$1.52M Buy
+56,306
New +$1.5M 0.35% 38

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

Larson Financial Group's DFAC Position: Q1 2026 in Review

Larson Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.15% in Q1 2026, buying an estimated $3.38K and bringing the position to 55,798 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #222.

Larson Financial Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.21M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Larson Financial Group held 55,798 shares of Dimensional US Core Equity 2 ETF worth $2.17M as of Q1 2026.
  • Larson Financial Group bought 84 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.38K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Larson Financial Group's portfolio in Q1 2026, its #222 holding.
  • Larson Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Dimensional US Core Equity 2 ETF position peaked at $2.21M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.