MWM
DFAC icon

Mission Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mission Wealth Management’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 		$27.9M Buy
718,096
+28,915
+4% +$1.16M 0.57% 32
2025
Q4 		$27.3M Buy
689,181
+149,114
+28% +$5.82M 0.54% 32
2025
Q3 		$20.8M Buy
540,067
+35,451
+7% +$1.32M 0.41% 42
2025
Q2 		$18.1M Sell
504,616
-24,182
-5% -$807K 0.39% 45
2025
Q1 		$17.4M Buy
528,798
+49,634
+10% +$1.72M 0.43% 41
2024
Q4 		$16.6M Buy
479,164
+374,191
+356% +$13.2M 0.39% 42
2024
Q3 		$3.6M Sell
104,973
-3,119
-3% -$103K 0.09% 126
2024
Q2 		$3.48M Sell
108,092
-69,219
-39% -$2.18M 0.09% 123
2024
Q1 		$5.67M Buy
177,311
+67,777
+62% +$2.05M 0.15% 99
2023
Q4 		$3.2M Sell
109,534
-12,986
-11% -$351K 0.1% 104
2023
Q3 		$3.21M Sell
122,520
-80
-0.1% -$2.18K 0.12% 93
2023
Q2 		$3.33M Sell
122,600
-3,895
-3% -$100K 0.13% 88
2023
Q1 		$3.22M Sell
126,495
-3,352
-3% -$84.9K 0.14% 85
2022
Q4 		$3.15M Buy
129,847
+4,418
+4% +$107K 0.15% 86
2022
Q3 		$2.79M Buy
125,429
+15,486
+14% +$380K 0.15% 88
2022
Q2 		$2.56M Buy
109,943
+5,863
+6% +$148K 0.13% 93
2022
Q1 		$2.87M Buy
104,080
+5,656
+6% +$155K 0.13% 89
2021
Q4 		$2.85M Buy
98,424
+56,076
+132% +$1.58M 0.13% 89
2021
Q3 		$1.13M Sell
42,348
-382
-0.9% -$10.4K 0.06% 163
2021
Q2 		$1.15M Buy
+42,730
New +$1.14M 0.06% 154

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

Mission Wealth Management's DFAC Position: Q1 2026 in Review

Mission Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.2% in Q1 2026, buying an estimated $1.16M and bringing the position to 718,096 shares worth $27.9M. The position accounts for 0.57% of the portfolio, ranked #32.

Mission Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Mission Wealth Management held 718,096 shares of Dimensional US Core Equity 2 ETF worth $27.9M as of Q1 2026.
  • Mission Wealth Management bought 28,915 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.16M.
  • Dimensional US Core Equity 2 ETF made up 0.57% of Mission Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Mission Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.