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Morris Financial Concepts’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Morris Financial Concepts’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 		$8.85M Sell
199,485
-11
-0% -$471 2.71% 9
2026
Q1 		$7.75M Sell
199,496
-4,493
-2% -$181K 2.63% 10
2025
Q4 		$8.08M Sell
203,989
-46
-0% -$1.79K 2.83% 9
2025
Q3 		$7.87M Sell
204,035
-100
-0% -$3.73K 2.84% 9
2025
Q2 		$7.32M Sell
204,135
-2,654
-1% -$88.5K 2.9% 9
2025
Q1 		$6.82M Sell
206,789
-1,931
-0.9% -$67K 2.86% 9
2024
Q4 		$7.22M Sell
208,720
-159
-0.1% -$5.6K 3.1% 9
2024
Q3 		$7.16M Sell
208,879
-894
-0.4% -$29.5K 3.08% 8
2024
Q2 		$6.76M Sell
209,773
-221
-0.1% -$6.97K 3.24% 7
2024
Q1 		$6.71M Buy
209,994
+1,211
+0.6% +$36.6K 3.43% 7
2023
Q4 		$6.1M Sell
208,783
-145
-0.1% -$3.92K 3.49% 7
2023
Q3 		$5.47M Sell
208,928
-1,811
-0.9% -$49.4K 3.64% 7
2023
Q2 		$5.72M Buy
210,739
+809
+0.4% +$20.9K 3.7% 7
2023
Q1 		$5.35M Sell
209,930
-469
-0.2% -$11.9K 3.77% 6
2022
Q4 		$5.11M Buy
+210,399
New +$5.12M 4.13% 6
2022
Q3 		– Sell
-218,180
Closed -$5.08M – 118
2022
Q2 		$5.08M Sell
218,180
-28,606
-12% -$724K 4.83% 5
2022
Q1 		$6.81M Buy
246,786
+20,423
+9% +$559K 5.67% 5
2021
Q4 		$6.56M Buy
+226,363
New +$6.39M 5.47% 5

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

Morris Financial Concepts's DFAC Position: Q2 2026 in Review

Morris Financial Concepts reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q2 2026, selling an estimated $471 and leaving 199,485 shares worth $8.85M. The position accounts for 2.71% of the portfolio, ranked #9.

Morris Financial Concepts first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Morris Financial Concepts held 199,485 shares of Dimensional US Core Equity 2 ETF worth $8.85M as of Q2 2026.
  • Morris Financial Concepts sold 11 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $471.
  • Dimensional US Core Equity 2 ETF made up 2.71% of Morris Financial Concepts's portfolio in Q2 2026, its #9 holding.
  • Morris Financial Concepts first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.