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Marshall Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Marshall Investment 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 		– Sell
-843
Closed -$32.8K – 504
2026
Q1 		$32.8K Buy
+843
New +$34K 0.02% 138

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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
LPL Financial
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
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

Marshall Investment Management's DFAC Position: Q2 2026 in Review

Marshall Investment Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 843 shares — an estimated $32.8K sold.

Marshall Investment Management first reported a position in DFAC in Q1 2026 and held it in 1 quarter. The position peaked at $32.8K in Q1 2026. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Marshall Investment Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 843 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $32.8K.
  • Marshall Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's Dimensional US Core Equity 2 ETF position peaked at $32.8K in Q1 2026.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.