LA
DFAC icon

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

Lifeworks 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 		$1.47M Buy
37,795
+101
+0.3% +$4.07K 0.19% 106
2025
Q4 		$1.49M Buy
37,694
+330
+0.9% +$12.9K 0.19% 109
2025
Q3 		$1.44M Buy
37,364
+88
+0.2% +$3.28K 0.19% 112
2025
Q2 		$1.34M Buy
37,276
+60
+0.2% +$2K 0.2% 107
2025
Q1 		$1.23M Buy
37,216
+128
+0.3% +$4.44K 0.2% 110
2024
Q4 		$1.28M Sell
37,088
-3,869
-9% -$136K 0.23% 107
2024
Q3 		$1.4M Sell
40,957
-756
-2% -$25K 0.28% 97
2024
Q2 		$1.34M Sell
41,713
-2,498
-6% -$78.8K 0.37% 73
2024
Q1 		$1.41M Sell
44,211
-4,711
-10% -$142K 0.4% 73
2023
Q4 		$1.43M Buy
48,922
+1,513
+3% +$40.9K 0.49% 68
2023
Q3 		$1.24M Buy
47,409
+147
+0.3% +$4.01K 0.48% 64
2023
Q2 		$1.28M Buy
47,262
+772
+2% +$19.9K 0.55% 63
2023
Q1 		$1.18M Buy
+46,490
New +$1.18M 0.56% 64

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Lifeworks Advisors's DFAC Position: Q1 2026 in Review

Lifeworks Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.27% in Q1 2026, buying an estimated $4.07K and bringing the position to 37,795 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #106.

Lifeworks Advisors first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Lifeworks Advisors held 37,795 shares of Dimensional US Core Equity 2 ETF worth $1.47M as of Q1 2026.
  • Lifeworks Advisors bought 101 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.07K.
  • Dimensional US Core Equity 2 ETF made up 0.19% of Lifeworks Advisors's portfolio in Q1 2026, its #106 holding.
  • Lifeworks Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • Lifeworks Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.49M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.