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McBroom & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

McBroom & Associates’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 		$322K Hold
7,250
– – 0.16% 35
2026
Q1 		$282K Sell
7,250
-650
-8% -$26.2K 0.16% 35
2025
Q4 		$313K Hold
7,900
– – 0.15% 36
2025
Q3 		$305K Sell
7,900
-1,503
-16% -$56.1K 0.14% 35
2025
Q2 		$310K Hold
9,403
– – 0.18% 35
2025
Q1 		$310K Hold
9,403
– – 0.18% 35
2024
Q4 		$325K Hold
9,403
– – 0.18% 34
2024
Q3 		$322K Hold
9,403
– – 0.2% 32
2024
Q2 		$303K Hold
9,403
– – 0.19% 32
2024
Q1 		$300K Hold
9,403
– – 0.2% 32
2023
Q4 		$275K Hold
9,403
– – 0.2% 32
2023
Q3 		$246K Buy
+9,403
New +$257K 0.2% 34

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

McBroom & Associates's DFAC Position: Q2 2026 in Review

McBroom & Associates held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 7,250 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #35.

McBroom & Associates first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $325K in Q4 2024. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • McBroom & Associates held 7,250 shares of Dimensional US Core Equity 2 ETF worth $322K as of Q2 2026.
  • McBroom & Associates left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.16% of McBroom & Associates's portfolio in Q2 2026, its #35 holding.
  • McBroom & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • McBroom & Associates's Dimensional US Core Equity 2 ETF position peaked at $325K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.