Lathrop Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lathrop Investment 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 Q1	$214K	Hold	5,502	–	–	0.04%	80
2025 Q4	$218K	Hold	5,502	–	–	0.04%	83
2025 Q3	$212K	Buy	+5,502	New	+$205K	0.04%	79
2025 Q1	–	Sell	-6,202	Closed	-$215K	–	84
2024 Q4	$215K	Hold	6,202	–	–	0.04%	83
2024 Q3	$213K	Buy	+6,202	New	+$205K	0.04%	85
2024 Q2	–	Sell	-6,552	Closed	-$209K	–	84
2024 Q1	$209K	Buy	+6,552	New	+$198K	0.04%	83
2023 Q2	–	Sell	-9,052	Closed	-$231K	–	84
2023 Q1	$231K	Hold	9,052	–	–	0.05%	77
2022 Q4	$220K	Buy	+9,052	New	+$220K	0.05%	77

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lathrop Investment Management's DFAC Position: Q1 2026 in Review

Lathrop Investment Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 5,502 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #80.

Lathrop Investment Management first reported a position in DFAC in Q4 2022 and has held it in 8 quarters since. The position peaked at $231K in Q1 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Lathrop Investment Management held 5,502 shares of Dimensional US Core Equity 2 ETF worth $214K as of Q1 2026.
Lathrop Investment Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.04% of Lathrop Investment Management's portfolio in Q1 2026, its #80 holding.
Lathrop Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 8 quarters since.
Lathrop Investment Management's Dimensional US Core Equity 2 ETF position peaked at $231K in Q1 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.