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Milestone Asset Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Milestone Asset Management 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 		$484K Buy
10,920
+250
+2% +$10.7K 0.24% 83
2026
Q1 		$415K Buy
10,670
+597
+6% +$24.1K 0.24% 80
2025
Q4 		$399K Buy
10,073
+3,401
+51% +$133K 0.23% 84
2025
Q3 		$257K Buy
6,672
+258
+4% +$9.63K 0.16% 102
2025
Q2 		$230K Buy
6,414
+23
+0.4% +$767 0.17% 95
2025
Q1 		$211K Buy
6,391
+583
+10% +$20.2K 0.19% 88
2024
Q4 		$201K Buy
+5,808
New +$205K 0.18% 94

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

Milestone Asset Management Group's DFAC Position: Q2 2026 in Review

Milestone Asset Management Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 10,920 shares worth $484K. The position accounts for 0.24% of the portfolio, ranked #83.

Milestone Asset Management Group first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Milestone Asset Management Group held 10,920 shares of Dimensional US Core Equity 2 ETF worth $484K as of Q2 2026.
  • Milestone Asset Management Group bought 250 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $10.7K.
  • Dimensional US Core Equity 2 ETF made up 0.24% of Milestone Asset Management Group's portfolio in Q2 2026, its #83 holding.
  • Milestone Asset Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.