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

Lutz Financial Services’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	$35.7M	Buy	919,611 +22,665	+3%	+$913K	2.4%	12
2025 Q4	$35.5M	Buy	896,946 +60,481	+7%	+$2.36M	2.42%	12
2025 Q3	$32.3M	Buy	836,465 +15,572	+2%	+$581K	2.34%	12
2025 Q2	$29.4M	Buy	820,893 +14,216	+2%	+$474K	2.28%	12
2025 Q1	$26.6M	Buy	806,677 +33,347	+4%	+$1.16M	2.18%	12
2024 Q4	$26.7M	Buy	773,330 +1,977	+0.3%	+$69.6K	2.16%	12
2024 Q3	$26.4M	Buy	771,353 +4,235	+0.6%	+$140K	2.15%	12
2024 Q2	$24.7M	Buy	767,118 +15,861	+2%	+$500K	2.15%	12
2024 Q1	$24M	Buy	751,257 +61,810	+9%	+$1.87M	2.1%	13
2023 Q4	$20.2M	Buy	689,447 +80,242	+13%	+$2.17M	1.89%	14
2023 Q3	$16M	Buy	609,205 +81,566	+15%	+$2.23M	1.74%	14
2023 Q2	$14.3M	Buy	527,639 +104,045	+25%	+$2.68M	1.54%	15
2023 Q1	$10.8M	Buy	423,594 +193,687	+84%	+$4.91M	1.23%	25
2022 Q4	$5.58M	Buy	+229,907	New	+$5.59M	0.69%	34

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 $7.79B AUM 20.38% 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

Lutz Financial Services's DFAC Position: Q1 2026 in Review

Lutz Financial Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.5% in Q1 2026, buying an estimated $913K and bringing the position to 919,611 shares worth $35.7M. The position accounts for 2.4% of the portfolio, ranked #12.

Lutz Financial Services first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Lutz Financial Services held 919,611 shares of Dimensional US Core Equity 2 ETF worth $35.7M as of Q1 2026.
Lutz Financial Services bought 22,665 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $913K.
Dimensional US Core Equity 2 ETF made up 2.4% of Lutz Financial Services's portfolio in Q1 2026, its #12 holding.
Lutz Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.