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MBM Wealth Consultants’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MBM Wealth Consultants’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 		$308K Hold
6,940
– – 0.06% 111
2026
Q1 		$270K Hold
6,940
– – 0.06% 102
2025
Q4 		$275K Hold
6,940
– – 0.07% 103
2025
Q3 		$268K Hold
6,940
– – 0.07% 102
2025
Q2 		$249K Hold
6,940
– – 0.07% 102
2025
Q1 		$229K Hold
6,940
– – 0.07% 102
2024
Q4 		$240K Hold
6,940
– – 0.07% 100
2024
Q3 		$238K Hold
6,940
– – 0.08% 102
2024
Q2 		$226K Hold
6,940
– – 0.08% 96
2024
Q1 		$222K Hold
6,940
– – 0.08% 102
2023
Q4 		$207K Buy
+6,940
New +$188K 0.08% 103
2023
Q2 		– Sell
-6,940
Closed -$177K – 145
2023
Q1 		$177K Hold
6,940
– – 0.07% 107
2022
Q4 		$168K Buy
+6,940
New +$169K 0.08% 94

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

MBM Wealth Consultants's DFAC Position: Q2 2026 in Review

MBM Wealth Consultants held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,940 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #111.

MBM Wealth Consultants first reported a position in DFAC in Q4 2022 and has held it in 13 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • MBM Wealth Consultants held 6,940 shares of Dimensional US Core Equity 2 ETF worth $308K as of Q2 2026.
  • MBM Wealth Consultants left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of MBM Wealth Consultants's portfolio in Q2 2026, its #111 holding.
  • MBM Wealth Consultants first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.