Morling Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Morling Financial 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	$546K	Hold	14,050	–	–	0.17%	41
2025 Q4	$556K	Sell	14,050 -440	-3%	-$17.2K	0.17%	41
2025 Q3	$559K	Hold	14,490	–	–	0.18%	41
2025 Q2	$519K	Hold	14,490	–	–	0.17%	44
2025 Q1	$478K	Sell	14,490 -2	-0%	-$69	0.16%	45
2024 Q4	$501K	Hold	14,492	–	–	0.17%	41
2024 Q3	$497K	Hold	14,492	–	–	0.19%	37
2024 Q2	$467K	Hold	14,492	–	–	0.2%	37
2024 Q1	$463K	Hold	14,492	–	–	0.26%	38
2023 Q4	$424K	Hold	14,492	–	–	0.34%	35
2023 Q3	$380K	Sell	14,492 -4,304	-23%	-$117K	0.38%	36
2023 Q2	$510K	Hold	18,796	–	–	0.49%	33
2023 Q1	$479K	Sell	18,796 -1,898	-9%	-$48.1K	0.52%	33
2022 Q4	$502K	Sell	20,694 -264	-1%	-$6.42K	0.64%	31
2022 Q3	$466K	Hold	20,958	–	–	0.63%	30
2022 Q2	$488K	Buy	+20,958	New	+$531K	0.64%	32
2022 Q1	–	Sell	-23,514	Closed	-$681K	–	84
2021 Q4	$681K	Buy	+23,514	New	+$664K	0.65%	22

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morling Financial Advisors's DFAC Position: Q1 2026 in Review

Morling Financial Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 14,050 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #41.

Morling Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $681K in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Morling Financial Advisors held 14,050 shares of Dimensional US Core Equity 2 ETF worth $546K as of Q1 2026.
Morling Financial Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.17% of Morling Financial Advisors's portfolio in Q1 2026, its #41 holding.
Morling Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 17 quarters since.
Morling Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $681K in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.