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Live Oak Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Live Oak Private Wealth’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 		$2.33M Buy
59,978
+15,810
+36% +$637K 0.32% 69
2025
Q4 		$1.75M Buy
44,168
+4,099
+10% +$160K 0.24% 83
2025
Q3 		$1.55M Buy
40,069
+11,033
+38% +$412K 0.22% 85
2025
Q2 		$1.04M Buy
+29,036
New +$969K 0.16% 99

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

Live Oak Private Wealth's DFAC Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 36% in Q1 2026, buying an estimated $637K and bringing the position to 59,978 shares worth $2.33M. The position accounts for 0.32% of the portfolio, ranked #69.

Live Oak Private Wealth first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Live Oak Private Wealth held 59,978 shares of Dimensional US Core Equity 2 ETF worth $2.33M as of Q1 2026.
  • Live Oak Private Wealth bought 15,810 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $637K.
  • Dimensional US Core Equity 2 ETF made up 0.32% of Live Oak Private Wealth's portfolio in Q1 2026, its #69 holding.
  • Live Oak Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.