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Meridian Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Meridian Wealth Partners’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 		$104M Sell
2,351,350
-29,270
-1% -$1.25M 12.63% 2
2026
Q1 		$92.5M Sell
2,380,620
-106,396
-4% -$4.29M 12.7% 2
2025
Q4 		$98.5M Sell
2,487,016
-163,908
-6% -$6.4M 13.57% 1
2025
Q3 		$102M Sell
2,650,924
-51,357
-2% -$1.92M 14.07% 1
2025
Q2 		$96.8M Sell
2,702,281
-46,081
-2% -$1.54M 14.04% 1
2025
Q1 		$90.7M Sell
2,748,362
-118,263
-4% -$4.11M 14.47% 1
2024
Q4 		$99.2M Sell
2,866,625
-28,952
-1% -$1.02M 15.04% 1
2024
Q3 		$99.3M Sell
2,895,577
-30,080
-1% -$994K 15.44% 1
2024
Q2 		$94.3M Sell
2,925,657
-65,117
-2% -$2.05M 16.65% 1
2024
Q1 		$95.6M Sell
2,990,774
-64,945
-2% -$1.96M 17.25% 1
2023
Q4 		$89.3M Sell
3,055,719
-48,842
-2% -$1.32M 17.05% 1
2023
Q3 		$81.3M Sell
3,104,561
-51,939
-2% -$1.42M 16.94% 1
2023
Q2 		$85.7M Sell
3,156,500
-66,179
-2% -$1.71M 17.6% 1
2023
Q1 		$82.1M Sell
3,222,679
-51,218
-2% -$1.3M 17.88% 1
2022
Q4 		$79.5M Sell
3,273,897
-3,147
-0.1% -$76.5K 18.39% 1
2022
Q3 		$72.9M Sell
3,277,044
-50,328
-2% -$1.24M 18.24% 1
2022
Q2 		$77.5M Sell
3,327,372
-15,355
-0.5% -$389K 18.41% 1
2022
Q1 		$92.2M Buy
3,342,727
+11,572
+0.3% +$317K 19.4% 1
2021
Q4 		$96.5M Buy
3,331,155
+17,227
+0.5% +$486K 19.33% 1
2021
Q3 		$88.1M Sell
3,313,928
-41,421
-1% -$1.13M 19.05% 1
2021
Q2 		$90.5M Buy
+3,355,349
New +$89.2M 21.13% 1

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

Meridian Wealth Partners's DFAC Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q2 2026, selling an estimated $1.25M and leaving 2,351,350 shares worth $104M. The position accounts for 12.63% of the portfolio, ranked #2.

Meridian Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Meridian Wealth Partners held 2,351,350 shares of Dimensional US Core Equity 2 ETF worth $104M as of Q2 2026.
  • Meridian Wealth Partners sold 29,270 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.25M.
  • Dimensional US Core Equity 2 ETF made up 12.63% of Meridian Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Meridian Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.