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Measured Wealth Private Client Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-805
Closed -$31.3K – 728
2026
Q1 		$31.3K Hold
805
– – 0.01% 369
2025
Q4 		$31.9K Buy
+805
New +$31.4K 0.01% 377

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

Measured Wealth Private Client Group's DFAC Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 805 shares — an estimated $31.3K sold.

Measured Wealth Private Client Group first reported a position in DFAC in Q4 2025 and held it in 2 quarters. The position peaked at $31.9K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 805 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $31.3K.
  • Measured Wealth Private Client Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Dimensional US Core Equity 2 ETF position peaked at $31.9K in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.