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MassMutual Private Wealth & Trust’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MassMutual Private Wealth & Trust’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 		$44.4K Hold
1,000
– – ﹤0.01% 817
2026
Q1 		$38.9K Sell
1,000
-388
-28% -$15.6K ﹤0.01% 845
2025
Q4 		$55K Sell
1,388
-1,034
-43% -$40.4K ﹤0.01% 759
2025
Q3 		$93.4K Buy
2,422
+2,098
+648% +$78.3K ﹤0.01% 615
2025
Q2 		$11.6K Buy
+324
New +$10.8K ﹤0.01% 1300

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

MassMutual Private Wealth & Trust's DFAC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 1,000 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

MassMutual Private Wealth & Trust first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.4K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,000 shares of Dimensional US Core Equity 2 ETF worth $44.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #817 holding.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • MassMutual Private Wealth & Trust's Dimensional US Core Equity 2 ETF position peaked at $93.4K in Q3 2025.
  • 1,222 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.