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

LJI 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 Q1	$1.87M	Sell	48,023 -35,503	-43%	-$1.43M	0.3%	36
2025 Q4	$3.31M	Buy	83,526 +65,099	+353%	+$2.54M	0.5%	22
2025 Q3	$711K	Sell	18,427 -66,063	-78%	-$2.47M	0.12%	62
2025 Q2	$3.03M	Sell	84,490 -3,065	-4%	-$102K	0.53%	25
2025 Q1	$2.89M	Sell	87,555 -1,673	-2%	-$58.1K	0.58%	23
2024 Q4	$3.09M	Sell	89,228 -415	-0.5%	-$14.6K	0.61%	21
2024 Q3	$3.07M	Sell	89,643 -641	-0.7%	-$21.2K	0.63%	23
2024 Q2	$2.91M	Buy	90,284 +515	+0.6%	+$16.2K	0.64%	23
2024 Q1	$2.87M	Buy	89,769 +938	+1%	+$28.3K	0.74%	21
2023 Q4	$2.6M	Buy	88,831 +5,768	+7%	+$156K	0.67%	24
2023 Q3	$2.18M	Sell	83,063 -1,616,652	-95%	-$44.1M	0.63%	26
2023 Q2	$2.21M	Buy	1,699,715 +1,618,747	+1,999%	+$41.7M	0.64%	26
2023 Q1	$2.06M	Sell	80,968 -131	-0.2%	-$3.32K	0.65%	25
2022 Q4	$1.97M	Buy	+81,099	New	+$1.97M	0.69%	25

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

LJI Wealth Management's DFAC Position: Q1 2026 in Review

LJI Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 43% in Q1 2026, selling an estimated $1.43M and leaving 48,023 shares worth $1.87M. The position accounts for 0.3% of the portfolio, ranked #36.

LJI Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

LJI Wealth Management held 48,023 shares of Dimensional US Core Equity 2 ETF worth $1.87M as of Q1 2026.
LJI Wealth Management sold 35,503 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.43M.
Dimensional US Core Equity 2 ETF made up 0.3% of LJI Wealth Management's portfolio in Q1 2026, its #36 holding.
LJI Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $3.31M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.