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

Melfa 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 Q2	$12.6M	Sell	284,657 -26,936	-9%	-$1.15M	6.81%	2
2026 Q1	$12.1M	Sell	311,593 -423	-0.1%	-$17K	6.95%	1
2025 Q4	$12.4M	Sell	312,016 -2,410	-0.8%	-$94.1K	7.12%	1
2025 Q3	$12.1M	Sell	314,426 -863	-0.3%	-$32.2K	7.11%	1
2025 Q2	$11.3M	Sell	315,289 -8,770	-3%	-$293K	7.14%	1
2025 Q1	$10.7M	Buy	324,059 +5,120	+2%	+$178K	7.22%	1
2024 Q4	$11M	Buy	318,939 +399	+0.1%	+$14.1K	7.38%	1
2024 Q3	$10.9M	Sell	318,540 -10,535	-3%	-$348K	7.21%	1
2024 Q2	$10.6M	Sell	329,075 -1,302	-0.4%	-$41.1K	7.42%	1
2024 Q1	$10.6M	Buy	330,377 +17,251	+6%	+$521K	7.62%	1
2023 Q4	$9.15M	Buy	313,126 +39,582	+14%	+$1.07M	8.62%	1
2023 Q3	$7.17M	Buy	273,544 +3,164	+1%	+$86.4K	7.79%	1
2023 Q2	$7.34M	Sell	270,380 -38,776	-13%	-$999K	7.44%	1
2023 Q1	$7.88M	Sell	309,156 -5,701	-2%	-$144K	7.87%	1
2022 Q4	$7.64M	Buy	+314,857	New	+$7.66M	7.99%	1

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

Melfa Wealth Management's DFAC Position: Q2 2026 in Review

Melfa Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.6% in Q2 2026, selling an estimated $1.15M and leaving 284,657 shares worth $12.6M. The position accounts for 6.81% of the portfolio, ranked #2.

Melfa Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Melfa Wealth Management held 284,657 shares of Dimensional US Core Equity 2 ETF worth $12.6M as of Q2 2026.
Melfa Wealth Management sold 26,936 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.15M.
Dimensional US Core Equity 2 ETF made up 6.81% of Melfa Wealth Management's portfolio in Q2 2026, its #2 holding.
Melfa Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.