Leonard Rickey Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Leonard Rickey Investment 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	$41M	Sell	923,750 -76,663	-8%	-$3.28M	6.44%	4
2026 Q1	$38.9M	Buy	1,000,413 +70,131	+8%	+$2.83M	6.73%	4
2025 Q4	$36.8M	Buy	930,282 +11,671	+1%	+$456K	6.66%	4
2025 Q3	$35.4M	Sell	918,611 -21,621	-2%	-$807K	6.67%	4
2025 Q2	$33.7M	Buy	940,232 +8,023	+0.9%	+$268K	6.73%	4
2025 Q1	$29.3M	Buy	932,209 +923,797	+10,982%	+$32.1M	6.32%	4
2024 Q4	$291K	Buy	8,412 +627	+8%	+$22.1K	0.07%	84
2024 Q3	$267K	Sell	7,785 -18	-0.2%	-$595	0.06%	89
2024 Q2	$252K	Buy	+7,803	New	+$246K	0.06%	88

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Leonard Rickey Investment Advisors's DFAC Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.7% in Q2 2026, selling an estimated $3.28M and leaving 923,750 shares worth $41M. The position accounts for 6.44% of the portfolio, ranked #4.

Leonard Rickey Investment Advisors first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Leonard Rickey Investment Advisors held 923,750 shares of Dimensional US Core Equity 2 ETF worth $41M as of Q2 2026.
Leonard Rickey Investment Advisors sold 76,663 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.28M.
Dimensional US Core Equity 2 ETF made up 6.44% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #4 holding.
Leonard Rickey Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.