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MASECO Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MASECO Private Wealth’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 		$105M Buy
2,365,428
+253,265
+12% +$10.8M 2.95% 11
2026
Q1 		$82.1M Buy
2,112,163
+398,067
+23% +$16M 2.57% 15
2025
Q4 		$67.9M Buy
1,714,096
+230,979
+16% +$9.02M 2.95% 11
2025
Q3 		$57.2M Buy
1,483,117
+296,158
+25% +$11.1M 2.77% 11
2025
Q2 		$42.5M Buy
+1,186,959
New +$39.6M 1.62% 18

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
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

MASECO Private Wealth's DFAC Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, buying an estimated $10.8M and bringing the position to 2,365,428 shares worth $105M. The position accounts for 2.95% of the portfolio, ranked #11.

MASECO Private Wealth first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • MASECO Private Wealth held 2,365,428 shares of Dimensional US Core Equity 2 ETF worth $105M as of Q2 2026.
  • MASECO Private Wealth bought 253,265 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $10.8M.
  • Dimensional US Core Equity 2 ETF made up 2.95% of MASECO Private Wealth's portfolio in Q2 2026, its #11 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.