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Mather Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mather Group’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 		$27.9M Sell
718,051
-8,331
-1% -$336K 0.28% 45
2025
Q4 		$28.8M Sell
726,382
-7,651
-1% -$299K 0.3% 44
2025
Q3 		$28.3M Sell
734,033
-58,332
-7% -$2.18M 0.29% 44
2025
Q2 		$28.4M Sell
792,365
-40,563
-5% -$1.35M 0.3% 42
2025
Q1 		$27.5M Sell
832,928
-14,520
-2% -$504K 0.32% 39
2024
Q4 		$29.3M Sell
847,448
-27,172
-3% -$957K 0.38% 35
2024
Q3 		$30M Sell
874,620
-46,044
-5% -$1.52M 0.39% 36
2024
Q2 		$29.4M Sell
920,664
-12,998
-1% -$410K 0.36% 34
2024
Q1 		$27.3M Hold
933,662
– – 0.43% 29
2023
Q4 		$27.3M Sell
933,662
-19,378
-2% -$524K 0.43% 29
2023
Q3 		$25M Sell
953,040
-2,883
-0.3% -$78.7K 0.44% 29
2023
Q2 		$26M Buy
955,923
+25,810
+3% +$665K 0.41% 29
2023
Q1 		$23.7M Buy
930,113
+42,748
+5% +$1.08M 0.42% 28
2022
Q4 		$21.5M Sell
887,365
-5,662
-0.6% -$138K 0.41% 29
2022
Q3 		$19.9M Sell
893,027
-12,634
-1% -$310K 0.43% 29
2022
Q2 		$21.1M Buy
905,661
+41,380
+5% +$1.05M 0.48% 25
2022
Q1 		$23.8M Sell
864,281
-128,059
-13% -$3.51M 0.47% 26
2021
Q4 		$28.7M Buy
992,340
+84,972
+9% +$2.4M 0.56% 24
2021
Q3 		$24.1M Buy
907,368
+364,332
+67% +$9.9M 0.58% 23
2021
Q2 		$14.7M Buy
+543,036
New +$14.4M 0.37% 25

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Mather Group's DFAC Position: Q1 2026 in Review

Mather Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, selling an estimated $336K and leaving 718,051 shares worth $27.9M. The position accounts for 0.28% of the portfolio, ranked #45.

Mather Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $30M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Mather Group held 718,051 shares of Dimensional US Core Equity 2 ETF worth $27.9M as of Q1 2026.
  • Mather Group sold 8,331 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $336K.
  • Dimensional US Core Equity 2 ETF made up 0.28% of Mather Group's portfolio in Q1 2026, its #45 holding.
  • Mather Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Mather Group's Dimensional US Core Equity 2 ETF position peaked at $30M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.