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Millstone Evans Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Millstone Evans 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 		$999K Sell
22,510
-933
-4% -$39.9K 0.54% 33
2026
Q1 		$911K Buy
23,443
+13
+0.1% +$524 0.55% 34
2025
Q4 		$928K Buy
23,430
+434
+2% +$16.9K 0.55% 32
2025
Q3 		$887K Sell
22,996
-44,706
-66% -$1.67M 0.56% 29
2025
Q2 		$2.43M Sell
67,702
-102,875
-60% -$3.43M 1.65% 10
2025
Q1 		$5.63M Sell
170,577
-4,149
-2% -$144K 3.82% 5
2024
Q4 		$6.04M Buy
+174,726
New +$6.15M 4.12% 4

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

Millstone Evans Group's DFAC Position: Q2 2026 in Review

Millstone Evans Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4% in Q2 2026, selling an estimated $39.9K and leaving 22,510 shares worth $999K. The position accounts for 0.54% of the portfolio, ranked #33.

Millstone Evans Group first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.04M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Millstone Evans Group held 22,510 shares of Dimensional US Core Equity 2 ETF worth $999K as of Q2 2026.
  • Millstone Evans Group sold 933 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $39.9K.
  • Dimensional US Core Equity 2 ETF made up 0.54% of Millstone Evans Group's portfolio in Q2 2026, its #33 holding.
  • Millstone Evans Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional US Core Equity 2 ETF position peaked at $6.04M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.