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

Modern 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 		$513K Sell
13,111
-357
-3% -$14.4K 0.01% 574
2025
Q4 		$533K Sell
13,468
-1,137
-8% -$44.4K 0.01% 521
2025
Q3 		$563K Buy
14,605
+1,599
+12% +$59.7K 0.01% 483
2025
Q2 		$466K Buy
13,006
+372
+3% +$12.4K 0.01% 495
2025
Q1 		$417K Buy
12,634
+891
+8% +$30.9K 0.01% 456
2024
Q4 		$406K Buy
11,743
+104
+0.9% +$3.66K 0.02% 395
2024
Q3 		$399K Sell
11,639
-1,166
-9% -$38.5K 0.02% 287
2024
Q2 		$413K Buy
+12,805
New +$404K 0.03% 257

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

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

Modern Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.7% in Q1 2026, selling an estimated $14.4K and leaving 13,111 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #574.

Modern Wealth Management first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $563K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Modern Wealth Management held 13,111 shares of Dimensional US Core Equity 2 ETF worth $513K as of Q1 2026.
  • Modern Wealth Management sold 357 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $14.4K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #574 holding.
  • Modern Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $563K in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.