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McAdam LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

McAdam LLC’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 		$328K Hold
8,437
– – 0.01% 325
2025
Q4 		$334K Hold
8,437
– – 0.02% 310
2025
Q3 		$325K Hold
8,437
– – 0.02% 291
2025
Q2 		$302K Hold
8,437
– – 0.02% 283
2025
Q1 		$278K Hold
8,437
– – 0.02% 274
2024
Q4 		$292K Hold
8,437
– – 0.02% 283
2024
Q3 		$289K Hold
8,437
– – 0.02% 262
2024
Q2 		$272K Hold
8,437
– – 0.02% 254
2024
Q1 		$270K Hold
8,437
– – 0.02% 245
2023
Q4 		$247K Hold
8,437
– – 0.02% 238
2023
Q3 		$221K Hold
8,437
– – 0.02% 239
2023
Q2 		$229K Hold
8,437
– – 0.02% 235
2023
Q1 		$215K Buy
+8,437
New +$214K 0.02% 233

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

McAdam LLC's DFAC Position: Q1 2026 in Review

McAdam LLC held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 8,437 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #325.

McAdam LLC first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $334K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • McAdam LLC held 8,437 shares of Dimensional US Core Equity 2 ETF worth $328K as of Q1 2026.
  • McAdam LLC left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.01% of McAdam LLC's portfolio in Q1 2026, its #325 holding.
  • McAdam LLC first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • McAdam LLC's Dimensional US Core Equity 2 ETF position peaked at $334K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.