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

McLean 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	$13.4M	Sell	302,109 -4,284	-1%	-$183K	1.78%	16
2026 Q1	$11.9M	Sell	306,393 -5,222	-2%	-$210K	2.08%	13
2025 Q4	$12.6M	Sell	311,615 -6,644	-2%	-$259K	2.27%	12
2025 Q3	$12.4M	Sell	318,259 -46,936	-13%	-$1.75M	2.55%	12
2025 Q2	$13.2M	Buy	365,195 +5,205	+1%	+$174K	3.48%	9
2025 Q1	$10.5M	Buy	359,990 +79,885	+29%	+$2.77M	3.46%	10
2024 Q4	$9.69M	Sell	280,105 -3,577	-1%	-$126K	2.91%	10
2024 Q3	$9.72M	Buy	283,682 +2,043	+0.7%	+$67.5K	2.93%	10
2024 Q2	$9.26M	Buy	281,639 +12,608	+5%	+$398K	2.99%	9
2024 Q1	$8.51M	Buy	269,031 +6,344	+2%	+$192K	2.91%	10
2023 Q4	$7.53M	Buy	262,687 +13,244	+5%	+$358K	2.82%	10
2023 Q3	$6.6M	Sell	249,443 -2,251	-0.9%	-$61.4K	2.71%	11
2023 Q2	$6.83M	Sell	251,694 -28,520	-10%	-$735K	2.68%	11
2023 Q1	$7.14M	Sell	280,214 -701,012	-71%	-$17.8M	2.94%	10
2022 Q4	$23.8M	Sell	981,226 -3,778	-0.4%	-$91.9K	8.11%	3
2022 Q3	$22.5M	Sell	985,004 -3,746	-0.4%	-$92K	8.67%	3
2022 Q2	$23.3M	Buy	+988,750	New	+$25M	9.28%	3
2022 Q1	–	Sell	-942,940	Closed	-$27.2M	–	130
2021 Q4	$27.2M	Buy	942,940 +6,775	+0.7%	+$191K	10.5%	2
2021 Q3	$26.3M	Buy	936,165 +39,589	+4%	+$1.08M	10.09%	2
2021 Q2	$23.8M	Buy	+896,576	New	+$23.8M	10.59%	2

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

McLean Asset Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.4% in Q2 2026, selling an estimated $183K and leaving 302,109 shares worth $13.4M. The position accounts for 1.78% of the portfolio, ranked #16.

McLean Asset Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $27.2M in Q4 2021. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

McLean Asset Management held 302,109 shares of Dimensional US Core Equity 2 ETF worth $13.4M as of Q2 2026.
McLean Asset Management sold 4,284 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $183K.
Dimensional US Core Equity 2 ETF made up 1.78% of McLean Asset Management's portfolio in Q2 2026, its #16 holding.
McLean Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
McLean Asset Management's Dimensional US Core Equity 2 ETF position peaked at $27.2M in Q4 2021.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.