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

M Wealth Management LLC’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	$5.07M	Sell	114,363 -1,043	-0.9%	-$44.6K	3.98%	6
2026 Q1	$4.48M	Sell	115,406 -1,243	-1%	-$50.1K	3.78%	7
2025 Q4	$4.62M	Sell	116,649 -9,680	-8%	-$378K	4.02%	6
2025 Q3	$4.87M	Sell	126,329 -7,288	-5%	-$272K	4.28%	6
2025 Q2	$4.79M	Sell	133,617 -7,957	-6%	-$265K	4.42%	7
2025 Q1	$4.67M	Sell	141,574 -7,240	-5%	-$251K	4.35%	7
2024 Q4	$5.15M	Buy	+148,814	New	+$5.24M	4.7%	6

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

M Wealth Management LLC's DFAC Position: Q2 2026 in Review

M Wealth Management LLC reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.9% in Q2 2026, selling an estimated $44.6K and leaving 114,363 shares worth $5.07M. The position accounts for 3.98% of the portfolio, ranked #6.

M Wealth Management LLC first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.15M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

M Wealth Management LLC held 114,363 shares of Dimensional US Core Equity 2 ETF worth $5.07M as of Q2 2026.
M Wealth Management LLC sold 1,043 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $44.6K.
Dimensional US Core Equity 2 ETF made up 3.98% of M Wealth Management LLC's portfolio in Q2 2026, its #6 holding.
M Wealth Management LLC first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's Dimensional US Core Equity 2 ETF position peaked at $5.15M in Q4 2024.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.