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McGlone Suttner Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

McGlone Suttner Wealth 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
Q1 		$147M Buy
3,783,233
+38,957
+1% +$1.57M 19.47% 1
2025
Q4 		$148M Buy
3,744,276
+34,725
+0.9% +$1.36M 19.94% 1
2025
Q3 		$143M Buy
3,709,551
+44,925
+1% +$1.68M 20.02% 1
2025
Q2 		$131M Buy
3,664,626
+79,622
+2% +$2.66M 19.83% 1
2025
Q1 		$118M Buy
3,585,004
+27,900
+0.8% +$969K 19.41% 1
2024
Q4 		$123M Buy
3,557,104
+788,869
+28% +$27.8M 20.54% 1
2024
Q3 		$94.9M Sell
2,768,235
-1,832,027
-40% -$60.5M 19.74% 1
2024
Q2 		$134M Buy
4,600,262
+1,112,406
+32% +$35.1M 27.63% 1
2024
Q1 		$111M Sell
3,487,856
-1,112,406
-24% -$33.6M 20.9% 1
2023
Q4 		$134M Buy
4,600,262
+30,208
+0.7% +$817K 26.58% 1
2023
Q3 		$120M Buy
4,570,054
+180,023
+4% +$4.91M 27.75% 1
2023
Q2 		$119M Buy
4,390,031
+355,946
+9% +$9.17M 27.21% 1
2023
Q1 		$103M Buy
4,034,085
+981,353
+32% +$24.9M 26.42% 1
2022
Q4 		$74.1M Buy
+3,052,732
New +$74.3M 23.52% 1

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

McGlone Suttner Wealth Management's DFAC Position: Q1 2026 in Review

McGlone Suttner Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1% in Q1 2026, buying an estimated $1.57M and bringing the position to 3,783,233 shares worth $147M. The position accounts for 19.47% of the portfolio, ranked #1.

McGlone Suttner Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $148M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • McGlone Suttner Wealth Management held 3,783,233 shares of Dimensional US Core Equity 2 ETF worth $147M as of Q1 2026.
  • McGlone Suttner Wealth Management bought 38,957 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.57M.
  • Dimensional US Core Equity 2 ETF made up 19.47% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #1 holding.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • McGlone Suttner Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $148M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.