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

Meritas 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	$208K	Buy	+4,689	New	+$201K	0.08%	62

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Meritas Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 4,689 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings.

626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Meritas Wealth Management held 4,689 shares of Dimensional US Core Equity 2 ETF worth $208K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Meritas Wealth Management position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.08% of Meritas Wealth Management's portfolio in Q2 2026, its #62 holding.
626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.