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Money Concepts Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Money Concepts Capital’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 		$701K Sell
18,034
-10
-0.1% -$403 0.04% 328
2025
Q4 		$714K Buy
+18,044
New +$704K 0.04% 299
2023
Q1 		– Sell
-17,024
Closed -$413K – 1030
2022
Q4 		$413K Buy
+17,024
New +$414K 0.02% 476
2022
Q2 		– Sell
-16,424
Closed -$453K – 1695
2022
Q1 		$453K Buy
+16,424
New +$450K 0.03% 470

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

Money Concepts Capital's DFAC Position: Q1 2026 in Review

Money Concepts Capital reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.06% in Q1 2026, selling an estimated $403 and leaving 18,034 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #328.

Money Concepts Capital first reported a position in DFAC in Q1 2022 and has held it in 4 quarters since. The position peaked at $714K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Money Concepts Capital held 18,034 shares of Dimensional US Core Equity 2 ETF worth $701K as of Q1 2026.
  • Money Concepts Capital sold 10 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $403.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #328 holding.
  • Money Concepts Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 4 quarters since.
  • Money Concepts Capital's Dimensional US Core Equity 2 ETF position peaked at $714K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.