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Moneta Group Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Moneta Group Investment Advisors’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 		$16M Buy
411,286
+32,834
+9% +$1.32M 0.12% 86
2025
Q4 		$15M Buy
378,452
+19,056
+5% +$744K 0.11% 85
2025
Q3 		$13.9M Buy
359,396
+229,531
+177% +$8.57M 0.11% 86
2025
Q2 		$4.65M Sell
129,865
-2,644
-2% -$88.2K 0.06% 145
2025
Q1 		$4.37M Sell
132,509
-6,175
-4% -$214K 0.06% 140
2024
Q4 		$4.8M Buy
138,684
+883
+0.6% +$31.1K 0.07% 133
2024
Q3 		$4.73M Sell
137,801
-6,239
-4% -$206K 0.07% 132
2024
Q2 		$4.64M Buy
144,040
+8,322
+6% +$262K 0.07% 129
2024
Q1 		$4.34M Sell
135,718
-8,244
-6% -$249K 0.07% 133
2023
Q4 		$4.21M Sell
143,962
-4,163
-3% -$113K 0.08% 124
2023
Q3 		$3.88M Sell
148,125
-2,229
-1% -$60.8K 0.09% 120
2023
Q2 		$4.08M Buy
150,354
+3,001
+2% +$77.3K 0.09% 118
2023
Q1 		$3.75M Buy
147,353
+12,838
+10% +$325K 0.09% 118
2022
Q4 		$3.49M Sell
134,515
-647
-0.5% -$15.7K 0.1% 117
2022
Q3 		$3.01M Sell
135,162
-11,662
-8% -$286K 0.11% 113
2022
Q2 		$3.42M Sell
146,824
-638
-0.4% -$16.2K 0.12% 112
2022
Q1 		$4.07M Sell
147,462
-1,382
-0.9% -$37.8K 0.16% 90
2021
Q4 		$4.31M Sell
148,844
-8
-0% -$226 0.18% 89
2021
Q3 		$3.96M Sell
148,852
-1,296
-0.9% -$35.2K 0.18% 87
2021
Q2 		$4.05M Buy
+150,148
New +$3.99M 0.19% 89

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 $7.79B AUM 20.38% 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

Moneta Group Investment Advisors's DFAC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.7% in Q1 2026, buying an estimated $1.32M and bringing the position to 411,286 shares worth $16M. The position accounts for 0.12% of the portfolio, ranked #86.

Moneta Group Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Moneta Group Investment Advisors held 411,286 shares of Dimensional US Core Equity 2 ETF worth $16M as of Q1 2026.
  • Moneta Group Investment Advisors bought 32,834 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.32M.
  • Dimensional US Core Equity 2 ETF made up 0.12% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.