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

LifeGuide Financial 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 		$34.5M Buy
777,969
+21,718
+3% +$929K 9.83% 4
2026
Q1 		$29.4M Buy
756,251
+85,398
+13% +$3.44M 9.4% 4
2025
Q4 		$26.7M Buy
670,853
+50,769
+8% +$1.98M 8.86% 4
2025
Q3 		$22.3M Buy
620,084
+3,042
+0.5% +$114K 8.23% 4
2025
Q2 		$22.1M Buy
617,042
+8,017
+1% +$267K 8.16% 4
2025
Q1 		$20.1M Buy
609,025
+64,309
+12% +$2.23M 8.2% 4
2024
Q4 		$18.8M Buy
544,716
+3,599
+0.7% +$127K 8.08% 4
2024
Q3 		$18.6M Buy
541,117
+41,680
+8% +$1.38M 7.91% 4
2024
Q2 		$16.1M Buy
499,437
+97
+0% +$3.06K 7.82% 4
2024
Q1 		$16M Buy
499,340
+7,052
+1% +$213K 8.04% 4
2023
Q4 		$14.4M Buy
492,288
+5,490
+1% +$149K 7.61% 4
2023
Q3 		$12.8M Buy
486,798
+326,499
+204% +$8.91M 7.45% 4
2023
Q2 		$4.35M Buy
160,299
+149,668
+1,408% +$3.86M 2.94% 7
2023
Q1 		$271K Buy
+10,631
New +$269K 0.22% 28

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
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
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

LifeGuide Financial Advisors's DFAC Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, buying an estimated $929K and bringing the position to 777,969 shares worth $34.5M. The position accounts for 9.83% of the portfolio, ranked #4.

LifeGuide Financial Advisors first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • LifeGuide Financial Advisors held 777,969 shares of Dimensional US Core Equity 2 ETF worth $34.5M as of Q2 2026.
  • LifeGuide Financial Advisors bought 21,718 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $929K.
  • Dimensional US Core Equity 2 ETF made up 9.83% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • LifeGuide Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.