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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Millstone Evans Group's DFAC Position: Q1 2026 in Review

Millstone Evans Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.06% in Q1 2026, buying an estimated $524 and bringing the position to 23,443 shares worth $911K. The position accounts for 0.55% of the portfolio, ranked #34.

Millstone Evans Group first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.04M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Millstone Evans Group held 23,443 shares of Dimensional US Core Equity 2 ETF worth $911K as of Q1 2026.
Millstone Evans Group bought 13 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $524.
Dimensional US Core Equity 2 ETF made up 0.55% of Millstone Evans Group's portfolio in Q1 2026, its #34 holding.
Millstone Evans Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's Dimensional US Core Equity 2 ETF position peaked at $6.04M in Q4 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.