LPL Financial
DFAC icon

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

LPL Financial’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 		$822M Buy
18,533,056
+1,026,138
+6% +$43.9M 0.18% 108
2026
Q1 		$680M Sell
17,506,918
-235,428
-1% -$9.48M 0.18% 119
2025
Q4 		$702M Buy
17,742,346
+242,867
+1% +$9.48M 0.19% 109
2025
Q3 		$675M Buy
17,499,479
+63,605
+0.4% +$2.37M 0.2% 108
2025
Q2 		$625M Buy
17,435,874
+76,098
+0.4% +$2.54M 0.21% 102
2025
Q1 		$573M Sell
17,359,776
-804,394
-4% -$27.9M 0.22% 102
2024
Q4 		$628M Buy
18,164,170
+419,096
+2% +$14.8M 0.26% 84
2024
Q3 		$608M Buy
17,745,074
+88,871
+0.5% +$2.94M 0.27% 82
2024
Q2 		$569M Buy
17,656,203
+239,260
+1% +$7.55M 0.28% 77
2024
Q1 		$556M Buy
17,416,943
+5,624
+0% +$170K 0.3% 74
2023
Q4 		$509M Buy
17,411,319
+393,160
+2% +$10.6M 0.31% 69
2023
Q3 		$446M Sell
17,018,159
-849,766
-5% -$23.2M 0.31% 68
2023
Q2 		$485M Buy
17,867,925
+1,097,212
+7% +$28.3M 0.35% 59
2023
Q1 		$427M Buy
16,770,713
+788,683
+5% +$20M 0.33% 62
2022
Q4 		$388M Buy
15,982,030
+282,668
+2% +$6.88M 0.33% 67
2022
Q3 		$349M Buy
15,699,362
+755,636
+5% +$18.6M 0.34% 58
2022
Q2 		$348M Buy
+14,943,726
New +$378M 0.33% 58
2022
Q1 		– Sell
-13,507,624
Closed -$391M – 4233
2021
Q4 		$391M Sell
13,507,624
-88,119
-0.6% -$2.49M 0.33% 59
2021
Q3 		$361M Buy
13,595,743
+363,481
+3% +$9.88M 0.34% 57
2021
Q2 		$357M Buy
+13,232,262
New +$352M 0.36% 53

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

LPL Financial's DFAC Position: Q2 2026 in Review

LPL Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.9% in Q2 2026, buying an estimated $43.9M and bringing the position to 18,533,056 shares worth $822M. The position accounts for 0.18% of the portfolio, ranked #108.

LPL Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • LPL Financial held 18,533,056 shares of Dimensional US Core Equity 2 ETF worth $822M as of Q2 2026.
  • LPL Financial bought 1,026,138 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $43.9M.
  • Dimensional US Core Equity 2 ETF made up 0.18% of LPL Financial's portfolio in Q2 2026, its #108 holding.
  • LPL Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.