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Midwest Trust’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Midwest Trust’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
Q1 		$6.26M Buy
161,210
+3,503
+2% +$141K 0.08% 185
2025
Q4 		$6.24M Sell
157,707
-2,423
-2% -$94.6K 0.08% 190
2025
Q3 		$6.18M Buy
160,130
+2,161
+1% +$80.6K 0.08% 190
2025
Q2 		$5.66M Buy
+157,969
New +$5.27M 0.08% 191

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Midwest Trust's DFAC Position: Q1 2026 in Review

Midwest Trust increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q1 2026, buying an estimated $141K and bringing the position to 161,210 shares worth $6.26M. The position accounts for 0.08% of the portfolio, ranked #185.

Midwest Trust first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Midwest Trust held 161,210 shares of Dimensional US Core Equity 2 ETF worth $6.26M as of Q1 2026.
  • Midwest Trust bought 3,503 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $141K.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Midwest Trust's portfolio in Q1 2026, its #185 holding.
  • Midwest Trust first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.