Morgan Stanley
DFAC icon

Morgan Stanley’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Morgan Stanley’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 		$22.3M Buy
573,130
+67,760
+13% +$2.73M ﹤0.01% 2851
2025
Q4 		$20M Sell
505,370
-28,533
-5% -$1.11M ﹤0.01% 2935
2025
Q3 		$20.6M Buy
533,903
+80,312
+18% +$3M ﹤0.01% 2868
2025
Q2 		$16.3M Sell
453,591
-9,153
-2% -$305K ﹤0.01% 3010
2025
Q1 		$15.3M Buy
462,744
+18,776
+4% +$652K ﹤0.01% 2959
2024
Q4 		$15.4M Buy
443,968
+22,131
+5% +$779K ﹤0.01% 3015
2024
Q3 		$14.5M Buy
421,837
+6,248
+2% +$206K ﹤0.01% 3109
2024
Q2 		$13.4M Sell
415,589
-297,542
-42% -$9.38M ﹤0.01% 3081
2024
Q1 		$22.8M Sell
713,131
-562,969
-44% -$17M ﹤0.01% 2548
2023
Q4 		$37.3M Buy
1,276,100
+1,040,337
+441% +$28.2M ﹤0.01% 2754
2023
Q3 		$6.18M Buy
235,763
+14,241
+6% +$389K ﹤0.01% 3564
2023
Q2 		$6.01M Buy
221,522
+101,275
+84% +$2.61M ﹤0.01% 3627
2023
Q1 		$3.06M Buy
120,247
+322
+0.3% +$8.16K ﹤0.01% 4171
2022
Q4 		$2.91M Sell
119,925
-51,990
-30% -$1.26M ﹤0.01% 4193
2022
Q3 		$3.82M Sell
171,915
-13,505
-7% -$332K ﹤0.01% 3913
2022
Q2 		$4.32M Buy
185,420
+169,587
+1,071% +$4.29M ﹤0.01% 3892
2022
Q1 		$437K Buy
15,833
+14,723
+1,326% +$403K ﹤0.01% 5491
2021
Q4 		$32K Sell
1,110
-3,645
-77% -$103K ﹤0.01% 7007
2021
Q3 		$126K Buy
+4,755
New +$129K ﹤0.01% 6240

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

Morgan Stanley's DFAC Position: Q1 2026 in Review

Morgan Stanley increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 13% in Q1 2026, buying an estimated $2.73M and bringing the position to 573,130 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Morgan Stanley first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $37.3M in Q4 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Morgan Stanley held 573,130 shares of Dimensional US Core Equity 2 ETF worth $22.3M as of Q1 2026.
  • Morgan Stanley bought 67,760 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.73M.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2851 holding.
  • Morgan Stanley first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Dimensional US Core Equity 2 ETF position peaked at $37.3M in Q4 2023.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.