Mason Investment Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mason Investment Advisory 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	$1.5M	Sell	38,485 -377	-1%	-$15.2K	0.07%	21
2025 Q4	$1.54M	Sell	38,862 -231	-0.6%	-$9.02K	0.07%	19
2025 Q3	$1.51M	Buy	39,093 +107	+0.3%	+$3.99K	0.08%	22
2025 Q2	$1.4M	Buy	38,986 +117	+0.3%	+$3.9K	0.08%	20
2025 Q1	$1.28M	Buy	38,869 +96	+0.2%	+$3.33K	0.08%	18
2024 Q4	$1.34M	Buy	38,773 +111	+0.3%	+$3.91K	0.08%	19
2024 Q3	$1.33M	Buy	38,662 +106	+0.3%	+$3.5K	0.08%	18
2024 Q2	$1.24M	Buy	38,556 +115	+0.3%	+$3.63K	0.08%	17
2024 Q1	$1.23M	Hold	38,441	–	–	0.08%	14
2023 Q4	$1.12M	Hold	38,441	–	–	0.08%	16
2023 Q3	$1.01M	Hold	38,441	–	–	0.09%	15
2023 Q2	$1.04M	Hold	38,441	–	–	0.09%	17
2023 Q1	$979K	Hold	38,441	–	–	0.09%	17
2022 Q4	$933K	Hold	38,441	–	–	0.09%	17
2022 Q3	$855K	Sell	38,441 -2,060	-5%	-$50.6K	0.1%	15
2022 Q2	$944K	Hold	40,501	–	–	0.1%	16
2022 Q1	$1.12M	Hold	40,501	–	–	0.1%	46
2021 Q4	$1.17M	Hold	40,501	–	–	0.1%	48
2021 Q3	$1.08M	Sell	40,501 -2,001	-5%	-$54.4K	0.11%	45
2021 Q2	$1.15M	Buy	+42,502	New	+$1.13M	0.12%	41

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 $7.07B AUM 18.05% 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

Mason Investment Advisory Services's DFAC Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.97% in Q1 2026, selling an estimated $15.2K and leaving 38,485 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #21.

Mason Investment Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Mason Investment Advisory Services held 38,485 shares of Dimensional US Core Equity 2 ETF worth $1.5M as of Q1 2026.
Mason Investment Advisory Services sold 377 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $15.2K.
Dimensional US Core Equity 2 ETF made up 0.07% of Mason Investment Advisory Services's portfolio in Q1 2026, its #21 holding.
Mason Investment Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Mason Investment Advisory Services's Dimensional US Core Equity 2 ETF position peaked at $1.54M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.