MFG
DFAC icon

Merit Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Merit Financial 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 		$48.7M Sell
1,097,040
-26,608
-2% -$1.14M 0.3% 66
2026
Q1 		$43.7M Buy
1,123,648
+596,349
+113% +$24M 0.32% 65
2025
Q4 		$20.9M Sell
527,299
-41,951
-7% -$1.64M 0.17% 107
2025
Q3 		$22M Buy
569,250
+47,301
+9% +$1.77M 0.2% 94
2025
Q2 		$18.7M Sell
521,949
-10,049
-2% -$335K 0.21% 82
2025
Q1 		$17.6M Buy
531,998
+73,580
+16% +$2.55M 0.26% 72
2024
Q4 		$15.9M Buy
458,418
+32,960
+8% +$1.16M 0.28% 68
2024
Q3 		$14.6M Buy
425,458
+2,674
+0.6% +$88.3K 0.33% 52
2024
Q2 		$13.6M Sell
422,784
-2,100
-0.5% -$66.2K 0.3% 59
2024
Q1 		$13.2M Sell
424,884
-15,565
-4% -$470K 0.31% 53
2023
Q4 		$12.9M Sell
440,449
-7,916
-2% -$214K 0.39% 37
2023
Q3 		$11.7M Sell
448,365
-10,470
-2% -$286K 0.38% 39
2023
Q2 		$12.5M Sell
458,835
-2,677
-0.6% -$69K 0.4% 39
2023
Q1 		$11.8M Sell
461,512
-10,603
-2% -$269K 0.43% 40
2022
Q4 		$11.5M Sell
472,115
-7,678
-2% -$187K 0.41% 34
2022
Q3 		$10.7M Buy
479,793
+2
+0% +$49 0.46% 27
2022
Q2 		$11.2M Sell
479,791
-2,844
-0.6% -$72K 0.35% 36
2022
Q1 		$13.3M Sell
482,635
-4,286
-0.9% -$117K 0.8% 12
2021
Q4 		$14.1M Buy
486,921
+1
+0% +$28 1.38% 7
2021
Q3 		$12.9M Sell
486,920
-807
-0.2% -$21.9K 1.35% 8
2021
Q2 		$13.2M Buy
+487,727
New +$13M 1.24% 8

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Merit Financial Group's DFAC Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.4% in Q2 2026, selling an estimated $1.14M and leaving 1,097,040 shares worth $48.7M. The position accounts for 0.3% of the portfolio, ranked #66.

Merit Financial Group first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Merit Financial Group held 1,097,040 shares of Dimensional US Core Equity 2 ETF worth $48.7M as of Q2 2026.
  • Merit Financial Group sold 26,608 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.14M.
  • Dimensional US Core Equity 2 ETF made up 0.3% of Merit Financial Group's portfolio in Q2 2026, its #66 holding.
  • Merit Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.