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

Lido 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 Q1	$1.71M	Sell	44,000 -45,078	-51%	-$1.82M	0.01%	757
2025 Q4	$3.45M	Hold	89,078	–	–	0.01%	552
2025 Q3	$3.44M	Buy	89,078 +13,427	+18%	+$501K	0.01%	530
2025 Q2	$2.71M	Buy	75,651 +18,707	+33%	+$624K	0.01%	509
2025 Q1	$1.88M	Buy	56,944 +5	+0%	+$174	0.01%	553
2024 Q4	$1.97M	Sell	56,939 -762	-1%	-$26.8K	0.01%	522
2024 Q3	$1.98M	Buy	57,701 +3,065	+6%	+$101K	0.01%	467
2024 Q2	$1.76M	Sell	54,636 -1,410	-3%	-$44.5K	0.01%	483
2024 Q1	$1.79M	Buy	56,046 +40,255	+255%	+$1.22M	0.01%	455
2023 Q4	$462K	Hold	15,791	–	–	﹤0.01%	886
2023 Q3	$414K	Hold	15,791	–	–	﹤0.01%	798
2023 Q2	$429K	Sell	15,791 -4,889	-24%	-$126K	﹤0.01%	787
2023 Q1	$527K	Buy	20,680 +10,979	+113%	+$278K	0.01%	646
2022 Q4	$236K	Hold	9,701	–	–	﹤0.01%	861
2022 Q3	$215K	Hold	9,701	–	–	﹤0.01%	864
2022 Q2	$226K	Buy	+9,701	New	+$246K	﹤0.01%	829
2022 Q1	–	Sell	-9,701	Closed	-$281K	–	1015
2021 Q4	$281K	Hold	9,701	–	–	﹤0.01%	831
2021 Q3	$257K	Sell	9,701 -1,452	-13%	-$39.4K	﹤0.01%	801
2021 Q2	$301K	Buy	+11,153	New	+$296K	﹤0.01%	717

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Lido Advisors's DFAC Position: Q1 2026 in Review

Lido Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 51% in Q1 2026, selling an estimated $1.82M and leaving 44,000 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #757.

Lido Advisors first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.45M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Lido Advisors held 44,000 shares of Dimensional US Core Equity 2 ETF worth $1.71M as of Q1 2026.
Lido Advisors sold 45,078 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.82M.
Dimensional US Core Equity 2 ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #757 holding.
Lido Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
Lido Advisors's Dimensional US Core Equity 2 ETF position peaked at $3.45M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.