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

Mokosak Advisory 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 		$335K Buy
8,622
+22
+0.3% +$886 0.08% 25
2025
Q4 		$340K Buy
8,600
+19
+0.2% +$742 0.09% 26
2025
Q3 		$331K Buy
8,581
+24
+0.3% +$896 0.09% 25
2025
Q2 		$307K Buy
8,557
+26
+0.3% +$867 0.09% 25
2025
Q1 		$281K Buy
8,531
+21
+0.2% +$729 0.09% 25
2024
Q4 		$294K Sell
8,510
-375
-4% -$13.2K 0.09% 24
2024
Q3 		$305K Sell
8,885
-405
-4% -$13.4K 0.09% 24
2024
Q2 		$300K Buy
9,290
+27
+0.3% +$851 0.1% 24
2024
Q1 		$296K Sell
9,263
-194
-2% -$5.86K 0.1% 23
2023
Q4 		$276K Buy
9,457
+34
+0.4% +$920 0.1% 23
2023
Q3 		$247K Sell
9,423
-92
-1% -$2.51K 0.1% 24
2023
Q2 		$258K Buy
9,515
+33
+0.3% +$851 0.1% 23
2023
Q1 		$242K Buy
9,482
+23
+0.2% +$583 0.1% 22
2022
Q4 		$230K Buy
9,459
+47
+0.5% +$1.14K 0.1% 22
2022
Q3 		$209K Buy
9,412
+37
+0.4% +$908 0.1% 24
2022
Q2 		$218K Buy
9,375
+35
+0.4% +$886 0.1% 21
2022
Q1 		$258K Buy
9,340
+20
+0.2% +$548 0.1% 21
2021
Q4 		$270K Buy
9,320
+38
+0.4% +$1.07K 0.1% 21
2021
Q3 		$247K Buy
9,282
+26
+0.3% +$706 0.1% 22
2021
Q2 		$250K Buy
+9,256
New +$246K 0.11% 21

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

Mokosak Advisory Group's DFAC Position: Q1 2026 in Review

Mokosak Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, buying an estimated $886 and bringing the position to 8,622 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #25.

Mokosak Advisory Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $340K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Mokosak Advisory Group held 8,622 shares of Dimensional US Core Equity 2 ETF worth $335K as of Q1 2026.
  • Mokosak Advisory Group bought 22 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $886.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Mokosak Advisory Group's portfolio in Q1 2026, its #25 holding.
  • Mokosak Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Mokosak Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $340K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.