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

Legacy 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 		$10.6M Hold
238,363
– – 0.99% 23
2026
Q1 		$9.26M Hold
238,363
– – 1.09% 22
2025
Q4 		$9.44M Hold
238,363
– – 1.01% 24
2025
Q3 		$9.19M Buy
+238,363
New +$8.9M 1.14% 23
2025
Q1 		$106K Hold
238,363
– – 0.01% 417
2024
Q4 		$8.24M Hold
238,363
– – 0.8% 23
2024
Q3 		$8.17M Buy
+238,363
New +$7.87M 0.89% 23

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

Legacy Advisors's DFAC Position: Q2 2026 in Review

Legacy Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 238,363 shares worth $10.6M. The position accounts for 0.99% of the portfolio, ranked #23.

Legacy Advisors first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Legacy Advisors held 238,363 shares of Dimensional US Core Equity 2 ETF worth $10.6M as of Q2 2026.
  • Legacy Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.99% of Legacy Advisors's portfolio in Q2 2026, its #23 holding.
  • Legacy Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.