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

Marietta 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 Q2	$3.19M	Sell	71,889 -172	-0.2%	-$7.36K	0.33%	80
2026 Q1	$2.8M	Sell	72,061 -97	-0.1%	-$3.91K	0.33%	81
2025 Q4	$2.86M	Hold	72,158	–	–	0.33%	80
2025 Q3	$2.78M	Hold	72,158	–	–	0.34%	79
2025 Q2	$2.59M	Hold	72,158	–	–	0.34%	79
2025 Q1	$2.38M	Hold	72,158	–	–	0.35%	79
2024 Q4	$2.5M	Hold	72,158	–	–	0.36%	74
2024 Q3	$2.47M	Hold	72,158	–	–	0.36%	78
2024 Q2	$2.33M	Hold	72,158	–	–	0.36%	78
2024 Q1	$2.31M	Buy	72,158 +853	+1%	+$25.8K	0.38%	80
2023 Q4	$2.08M	Hold	71,305	–	–	0.37%	80
2023 Q3	$1.87M	Hold	71,305	–	–	0.37%	81
2023 Q2	$1.94M	Hold	71,305	–	–	0.36%	83
2023 Q1	$1.82M	Hold	71,305	–	–	0.39%	81
2022 Q4	$1.73M	Hold	71,305	–	–	0.39%	82
2022 Q3	$1.59M	Hold	71,305	–	–	0.4%	79
2022 Q2	$1.66M	Hold	71,305	–	–	0.4%	78
2022 Q1	$1.97M	Sell	71,305 -325	-0.5%	-$8.9K	0.41%	80
2021 Q4	$2.08M	Buy	71,630 +292	+0.4%	+$8.24K	0.42%	80
2021 Q3	$1.9M	Buy	71,338 +198	+0.3%	+$5.38K	0.41%	81
2021 Q2	$1.92M	Buy	+71,140	New	+$1.89M	0.43%	81

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

Marietta Wealth Management's DFAC Position: Q2 2026 in Review

Marietta Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.24% in Q2 2026, selling an estimated $7.36K and leaving 71,889 shares worth $3.19M. The position accounts for 0.33% of the portfolio, ranked #80.

Marietta Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Marietta Wealth Management held 71,889 shares of Dimensional US Core Equity 2 ETF worth $3.19M as of Q2 2026.
Marietta Wealth Management sold 172 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $7.36K.
Dimensional US Core Equity 2 ETF made up 0.33% of Marietta Wealth Management's portfolio in Q2 2026, its #80 holding.
Marietta Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.