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

MilWealth 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 		$31.1M Buy
799,943
+787
+0.1% +$31.7K 7.4% 6
2025
Q4 		$31.6M Sell
799,156
-1,608
-0.2% -$62.8K 7.53% 6
2025
Q3 		$30.9M Sell
800,764
-6,866
-0.9% -$256K 7.53% 6
2025
Q2 		$28.9M Buy
807,630
+12,192
+2% +$407K 7.45% 6
2025
Q1 		$26.2M Sell
795,438
-1,699
-0.2% -$59K 7.23% 6
2024
Q4 		$27.6M Buy
797,137
+457,680
+135% +$16.1M 7.52% 6
2024
Q3 		$11.6M Sell
339,457
-2,879
-0.8% -$95.1K 3.41% 10
2024
Q2 		$11M Sell
342,336
-6,461
-2% -$204K 3.48% 10
2024
Q1 		$11.1M Sell
348,797
-7,640
-2% -$231K 3.55% 10
2023
Q4 		$10.4M Buy
356,437
+4,635
+1% +$125K 3.45% 10
2023
Q3 		$9.22M Buy
351,802
+1,511
+0.4% +$41.2K 3.63% 9
2023
Q2 		$9.51M Sell
350,291
-343
-0.1% -$8.84K 3.68% 9
2023
Q1 		$8.93M Sell
350,634
-12,823
-4% -$325K 3.54% 9
2022
Q4 		$8.82M Buy
363,457
+2,299
+0.6% +$55.9K 3.62% 9
2022
Q3 		$8.03M Buy
361,158
+41,112
+13% +$1.01M 3.5% 9
2022
Q2 		$7.46M Sell
320,046
-18,012
-5% -$456K 3.21% 9
2022
Q1 		$9.32M Sell
338,058
-1,333
-0.4% -$36.5K 3.57% 9
2021
Q4 		$9.83M Buy
339,391
+787
+0.2% +$22.2K 3.64% 9
2021
Q3 		$9M Buy
338,604
+3,786
+1% +$103K 3.46% 9
2021
Q2 		$9.03M Buy
+334,818
New +$8.9M 3.93% 8

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

MilWealth Group's DFAC Position: Q1 2026 in Review

MilWealth Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.1% in Q1 2026, buying an estimated $31.7K and bringing the position to 799,943 shares worth $31.1M. The position accounts for 7.4% of the portfolio, ranked #6.

MilWealth Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $31.6M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • MilWealth Group held 799,943 shares of Dimensional US Core Equity 2 ETF worth $31.1M as of Q1 2026.
  • MilWealth Group bought 787 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $31.7K.
  • Dimensional US Core Equity 2 ETF made up 7.4% of MilWealth Group's portfolio in Q1 2026, its #6 holding.
  • MilWealth Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • MilWealth Group's Dimensional US Core Equity 2 ETF position peaked at $31.6M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.