Mogy Joel R Investment Counsel’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mogy Joel R Investment Counsel’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	$299K	Hold	6,740	–	–	0.02%	94
2026 Q1	$262K	Sell	6,740 -640	-9%	-$25.8K	0.02%	89
2025 Q4	$292K	Hold	7,380	–	–	0.02%	88
2025 Q3	$285K	Hold	7,380	–	–	0.02%	88
2025 Q2	$264K	Hold	7,380	–	–	0.02%	89
2025 Q1	$243K	Hold	7,380	–	–	0.02%	90
2024 Q4	$255K	Hold	7,380	–	–	0.02%	94
2024 Q3	$253K	Hold	7,380	–	–	0.02%	95
2024 Q2	$238K	Hold	7,380	–	–	0.02%	94
2024 Q1	$236K	Hold	7,380	–	–	0.02%	96
2023 Q4	$216K	Hold	7,380	–	–	0.02%	94
2023 Q3	$193K	Hold	7,380	–	–	0.02%	98
2023 Q2	$200K	Hold	7,380	–	–	0.02%	107
2023 Q1	$188K	Buy	+7,380	New	+$187K	0.02%	109
2022 Q2	–	Sell	-8,130	Closed	-$224K	–	108
2022 Q1	$224K	Hold	8,130	–	–	0.02%	110
2021 Q4	$236K	Hold	8,130	–	–	0.02%	118
2021 Q3	$216K	Hold	8,130	–	–	0.02%	111
2021 Q2	$219K	Buy	+8,130	New	+$216K	0.02%	111

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Mogy Joel R Investment Counsel's DFAC Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,740 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #94.

Mogy Joel R Investment Counsel first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. 487 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Mogy Joel R Investment Counsel held 6,740 shares of Dimensional US Core Equity 2 ETF worth $299K as of Q2 2026.
Mogy Joel R Investment Counsel left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #94 holding.
Mogy Joel R Investment Counsel first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
487 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.