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Legacy Wealth Management (Tennessee)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$278K Hold
6,256
– – 0.01% 27
2026
Q1 		$243K Hold
6,256
– – 0.01% 29
2025
Q4 		$248K Buy
6,256
+305
+5% +$11.9K 0.01% 31
2025
Q3 		$230K Hold
5,951
– – 0.01% 29
2025
Q2 		$213K Buy
+5,951
New +$199K 0.01% 30
2025
Q1 		– Sell
-5,951
Closed -$206K – 41
2024
Q4 		$206K Hold
5,951
– – 0.01% 42
2024
Q3 		$204K Buy
+5,951
New +$197K 0.01% 44

Other funds holding DFAC

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
PL
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
EF
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
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

Legacy Wealth Management (Tennessee)'s DFAC Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,256 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #27.

Legacy Wealth Management (Tennessee) first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 6,256 shares of Dimensional US Core Equity 2 ETF worth $278K as of Q2 2026.
  • Legacy Wealth Management (Tennessee) left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #27 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • 281 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.