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Mills Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mills Wealth Advisors’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 		$47.5M Buy
1,070,062
+43,653
+4% +$1.87M 14.95% 1
2026
Q1 		$39.9M Buy
1,026,409
+55,446
+6% +$2.23M 13.93% 1
2025
Q4 		$38.4M Buy
970,963
+37,244
+4% +$1.45M 15.16% 1
2025
Q3 		$36M Buy
933,719
+17,956
+2% +$670K 14.65% 1
2025
Q2 		$32.8M Buy
915,763
+149,528
+20% +$4.99M 15.05% 1
2025
Q1 		$25.3M Buy
766,235
+57,453
+8% +$1.99M 13.43% 1
2024
Q4 		$24.5M Buy
708,782
+28,840
+4% +$1.02M 13.95% 1
2024
Q3 		$23.3M Buy
679,942
+45,200
+7% +$1.49M 16.05% 1
2024
Q2 		$20.5M Buy
634,742
+31,141
+5% +$982K 14.62% 1
2024
Q1 		$19.3M Buy
603,601
+2,970
+0.5% +$89.7K 14.15% 2
2023
Q4 		$17.6M Buy
600,631
+8,005
+1% +$217K 13.38% 2
2023
Q3 		$15.5M Buy
592,626
+3,023
+0.5% +$82.5K 12.43% 3
2023
Q2 		$16M Buy
589,603
+23,685
+4% +$610K 12.17% 3
2023
Q1 		$14.4M Buy
565,918
+154,764
+38% +$3.92M 11.61% 3
2022
Q4 		$9.98M Buy
+411,154
New +$10M 9.02% 3

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Mills Wealth Advisors's DFAC Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.3% in Q2 2026, buying an estimated $1.87M and bringing the position to 1,070,062 shares worth $47.5M. The position accounts for 14.95% of the portfolio, ranked #1.

Mills Wealth Advisors first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Mills Wealth Advisors held 1,070,062 shares of Dimensional US Core Equity 2 ETF worth $47.5M as of Q2 2026.
  • Mills Wealth Advisors bought 43,653 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.87M.
  • Dimensional US Core Equity 2 ETF made up 14.95% of Mills Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Mills Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.