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Montag & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Montag & Associates’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 		$1.34M Hold
30,235
– – 0.06% 216
2026
Q1 		$1.17M Hold
30,235
– – 0.05% 230
2025
Q4 		$1.2M Hold
30,235
– – 0.05% 220
2025
Q3 		$1.17M Hold
30,235
– – 0.05% 219
2025
Q2 		$1.08M Hold
30,235
– – 0.05% 227
2025
Q1 		$997K Hold
30,235
– – 0.05% 241
2024
Q4 		$1.05M Buy
+30,235
New +$1.06M 0.05% 241

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Montag & Associates's DFAC Position: Q2 2026 in Review

Montag & Associates held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 30,235 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #216.

Montag & Associates first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Montag & Associates held 30,235 shares of Dimensional US Core Equity 2 ETF worth $1.34M as of Q2 2026.
  • Montag & Associates left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Montag & Associates's portfolio in Q2 2026, its #216 holding.
  • Montag & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.