LWM
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Liberty Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Liberty Wealth 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
Q2 		$31.4M Hold
806,981
– – 3.92% 2
2026
Q1 		$31.4M Buy
806,981
+2,487
+0.3% +$100K 3.92% 2
2025
Q4 		$31.8M Sell
804,494
-40,133
-5% -$1.57M 4.11% 3
2025
Q3 		$32.6M Sell
844,627
-3,380
-0.4% -$126K 4.59% 2
2025
Q2 		$30.4M Sell
848,007
-48,012
-5% -$1.6M 4.77% 2
2025
Q1 		$29.6M Sell
896,019
-11,071
-1% -$384K 5.66% 2
2024
Q4 		$31.4M Sell
907,090
-4,864
-0.5% -$171K 5.23% 2
2024
Q3 		$31.3M Sell
911,954
-779,433
-46% -$25.7M 5.31% 2
2024
Q2 		$28.9M Buy
1,691,387
+786,938
+87% +$24.8M 5.31% 2
2024
Q1 		$28.9M Sell
904,449
-28,632
-3% -$864K 5.64% 2
2023
Q4 		$27.3M Sell
933,081
-18,982
-2% -$514K 5.85% 2
2023
Q3 		$24.9M Sell
952,063
-23,395
-2% -$639K 6.21% 2
2023
Q2 		$26.5M Sell
975,458
-165,416
-14% -$4.26M 6.54% 2
2023
Q1 		$29M Buy
+1,140,874
New +$28.9M 5.98% 3
2022
Q3 		$24.7M Buy
1,112,392
+1,011,195
+999% +$24.8M 6.6% 3
2022
Q2 		$2.36M Buy
101,197
+1,436
+1% +$36.4K 0.96% 25
2022
Q1 		$2.71M Buy
+99,761
New +$2.73M 0.98% 24
2021
Q4 		– Sell
-30,609
Closed -$864K – 66
2021
Q3 		$813K Buy
30,609
+45
+0.1% +$1.22K 0.29% 52
2021
Q2 		$825K Buy
+30,564
New +$812K 0.32% 47

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

Liberty Wealth Management's DFAC Position: Q2 2026 in Review

Liberty Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 806,981 shares worth $31.4M. The position accounts for 3.92% of the portfolio, ranked #2.

Liberty Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $32.6M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Liberty Wealth Management held 806,981 shares of Dimensional US Core Equity 2 ETF worth $31.4M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 3.92% of Liberty Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Liberty Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • Liberty Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $32.6M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.