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McCarthy Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

McCarthy Asset Management’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 		$4.7M Buy
+105,934
New +$4.53M 2.23% 13
2025
Q4 		$4.24M Sell
106,985
-52,076
-33% -$2.03M 2.21% 13
2025
Q3 		$6.13M Sell
159,061
-696
-0.4% -$26K 3.94% 7
2025
Q2 		$5.73M Sell
159,757
-3,911
-2% -$130K 3.89% 7
2025
Q1 		$5.4M Sell
163,668
-3,117
-2% -$108K 3.91% 7
2024
Q4 		$5.77M Sell
166,785
-19,957
-11% -$703K 4.07% 7
2024
Q3 		$6.4M Sell
186,742
-5,705
-3% -$188K 3.98% 7
2024
Q2 		$6.2M Sell
192,447
-4,428
-2% -$140K 3.66% 9
2024
Q1 		$6.29M Sell
196,875
-1,440
-0.7% -$43.5K 3.87% 7
2023
Q4 		$5.8M Sell
198,315
-5,875
-3% -$159K 3.71% 8
2023
Q3 		$5.35M Sell
204,190
-1,649
-0.8% -$45K 3.93% 6
2023
Q2 		$5.59M Sell
205,839
-7,620
-4% -$196K 3.81% 7
2023
Q1 		$5.44M Buy
213,459
+4,542
+2% +$115K 3.69% 7
2022
Q4 		$5.07M Buy
208,917
+2,670
+1% +$64.9K 3.54% 6
2022
Q3 		$4.59M Buy
206,247
+12,145
+6% +$298K 3.59% 8
2022
Q2 		$4.52M Buy
194,102
+1,502
+0.8% +$38K 3.68% 9
2022
Q1 		$5.31M Buy
+192,600
New +$5.27M 3.7% 9
2021
Q3 		– Sell
-192,699
Closed -$5.2M – 353
2021
Q2 		$5.2M Buy
+192,699
New +$5.12M 3.7% 9

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

McCarthy Asset Management's DFAC Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 105,934 shares worth $4.7M. The stake represents 2.23% of the portfolio and ranks #13 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in DFAC as recently as Q4 2025.

McCarthy Asset Management first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $6.4M in Q3 2024. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • McCarthy Asset Management held 105,934 shares of Dimensional US Core Equity 2 ETF worth $4.7M as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new McCarthy Asset Management position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 2.23% of McCarthy Asset Management's portfolio in Q2 2026, its #13 holding.
  • McCarthy Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
  • McCarthy Asset Management's Dimensional US Core Equity 2 ETF position peaked at $6.4M in Q3 2024.
  • 1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.