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

Modera 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
Q2 		$213M Sell
4,811,065
-20,365
-0.4% -$871K 2.28% 9
2026
Q1 		$188M Sell
4,831,430
-16,672
-0.3% -$672K 2.25% 9
2025
Q4 		$192M Sell
4,848,102
-148,335
-3% -$5.79M 2.22% 9
2025
Q3 		$193M Sell
4,996,437
-78,223
-2% -$2.92M 2.23% 9
2025
Q2 		$182M Sell
5,074,660
-49,864
-1% -$1.66M 2.25% 8
2025
Q1 		$169M Sell
5,124,524
-43,683
-0.8% -$1.52M 2.29% 9
2024
Q4 		$179M Sell
5,168,207
-8,239
-0.2% -$290K 2.16% 10
2024
Q3 		$178M Sell
5,176,446
-59,635
-1% -$1.97M 2.26% 11
2024
Q2 		$169M Sell
5,236,081
-64,680
-1% -$2.04M 2.49% 9
2024
Q1 		$169M Buy
5,300,761
+84,056
+2% +$2.54M 2.58% 7
2023
Q4 		$152M Buy
5,216,705
+116,445
+2% +$3.15M 2.52% 9
2023
Q3 		$134M Sell
5,100,260
-101,606
-2% -$2.77M 2.52% 9
2023
Q2 		$141M Buy
5,201,866
+597,457
+13% +$15.4M 2.56% 9
2023
Q1 		$117M Buy
4,604,409
+23,302
+0.5% +$590K 4.55% 5
2022
Q4 		$111M Buy
4,581,107
+2,845,151
+164% +$69.2M 4.52% 4
2022
Q3 		$38.6M Buy
1,735,956
+53,172
+3% +$1.31M 1.96% 15
2022
Q2 		$39.2M Buy
1,682,784
+18,522
+1% +$469K 1.87% 17
2022
Q1 		$45.9M Sell
1,664,262
-11,394
-0.7% -$312K 2.03% 14
2021
Q4 		$48.5M Buy
1,675,656
+186,565
+13% +$5.26M 1.85% 15
2021
Q3 		$39.6M Sell
1,489,091
-63,065
-4% -$1.71M 2.03% 16
2021
Q2 		$41.9M Buy
+1,552,156
New +$41.2M 2.26% 14

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

Modera Wealth Management's DFAC Position: Q2 2026 in Review

Modera Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.42% in Q2 2026, selling an estimated $871K and leaving 4,811,065 shares worth $213M. The position accounts for 2.28% of the portfolio, ranked #9.

Modera Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Modera Wealth Management held 4,811,065 shares of Dimensional US Core Equity 2 ETF worth $213M as of Q2 2026.
  • Modera Wealth Management sold 20,365 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $871K.
  • Dimensional US Core Equity 2 ETF made up 2.28% of Modera Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Modera Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.