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Lauterbach Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Lauterbach Financial Advisors’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 		$54M Sell
1,216,392
-10,276
-0.8% -$440K 23.21% 1
2026
Q1 		$47.7M Sell
1,226,668
-23,153
-2% -$933K 23.28% 1
2025
Q4 		$49.5M Sell
1,249,821
-13,800
-1% -$539K 24.2% 1
2025
Q3 		$48.7M Sell
1,263,621
-4,356
-0.3% -$163K 24.51% 1
2025
Q2 		$45.4M Buy
1,267,977
+113
+0% +$3.77K 25% 1
2025
Q1 		$41.8M Sell
1,267,864
-16,017
-1% -$556K 26.06% 1
2024
Q4 		$44.4M Sell
1,283,881
-15,404
-1% -$542K 26.95% 1
2024
Q3 		$44.6M Buy
1,299,285
+21,989
+2% +$726K 27.1% 1
2024
Q2 		$40.9M Sell
1,277,296
-23,471
-2% -$740K 26.92% 1
2024
Q1 		$41.6M Sell
1,300,767
-34,978
-3% -$1.06M 27.28% 1
2023
Q4 		$39M Sell
1,335,745
-2,874
-0.2% -$77.8K 27.2% 1
2023
Q3 		$35.1M Sell
1,338,619
-4,804
-0.4% -$131K 27.55% 1
2023
Q2 		$36.5M Buy
1,343,423
+42,106
+3% +$1.09M 27.88% 1
2023
Q1 		$33.2M Buy
1,301,317
+4,326
+0.3% +$110K 26.79% 1
2022
Q4 		$31.5M Buy
1,296,991
+29,924
+2% +$728K 28.07% 1
2022
Q3 		$28.2M Sell
1,267,067
-50,098
-4% -$1.23M 28.7% 1
2022
Q2 		$30.7M Buy
1,317,165
+13,079
+1% +$331K 29.15% 1
2022
Q1 		$36M Buy
1,304,086
+14,773
+1% +$404K 32.7% 1
2021
Q4 		$37.4M Buy
+1,289,313
New +$36.4M 32.98% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Lauterbach Financial Advisors's DFAC Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.84% in Q2 2026, selling an estimated $440K and leaving 1,216,392 shares worth $54M. The position accounts for 23.21% of the portfolio, ranked #1.

Lauterbach Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 616 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Lauterbach Financial Advisors held 1,216,392 shares of Dimensional US Core Equity 2 ETF worth $54M as of Q2 2026.
  • Lauterbach Financial Advisors sold 10,276 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $440K.
  • Dimensional US Core Equity 2 ETF made up 23.21% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 616 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.