Morton Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Morton Capital Management’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	$58.6M	Buy	1,507,348 +88,544	+6%	+$3.57M	8.71%	5
2025 Q4	$56.2M	Buy	1,418,804 +59,187	+4%	+$2.31M	8.63%	5
2025 Q3	$52.4M	Buy	1,359,617 +7,576	+0.6%	+$283K	8.6%	5
2025 Q2	$48.5M	Buy	1,352,041 +98,749	+8%	+$3.29M	8.59%	5
2025 Q1	$41.3M	Buy	1,253,292 +35,222	+3%	+$1.22M	7.99%	5
2024 Q4	$42.1M	Buy	1,218,070 +26,392	+2%	+$929K	7.94%	5
2024 Q3	$40.9M	Buy	1,191,678 +52,904	+5%	+$1.75M	8.04%	5
2024 Q2	$36.7M	Buy	1,138,774 +75,972	+7%	+$2.4M	8.72%	4
2024 Q1	$34M	Buy	1,062,802 +66,100	+7%	+$2M	9.17%	3
2023 Q4	$29.1M	Buy	996,702 +87,141	+10%	+$2.36M	8.65%	4
2023 Q3	$23.8M	Buy	909,561 +127,850	+16%	+$3.49M	8.44%	4
2023 Q2	$21.2M	Buy	781,711 +41,640	+6%	+$1.07M	7.25%	4
2023 Q1	$18.9M	Buy	740,071 +2,325	+0.3%	+$58.9K	6.67%	4
2022 Q4	$17.9M	Buy	737,746 +29,052	+4%	+$707K	6.99%	3
2022 Q3	$15.8M	Sell	708,694 -1,995	-0.3%	-$49K	7.17%	3
2022 Q2	$16.6M	Buy	710,689 +92,213	+15%	+$2.33M	7.21%	3
2022 Q1	$17.1M	Buy	618,476 +13,250	+2%	+$363K	7%	3
2021 Q4	$17.5M	Buy	+605,226	New	+$17.1M	7.09%	3

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

Morton Capital Management's DFAC Position: Q1 2026 in Review

Morton Capital Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.2% in Q1 2026, buying an estimated $3.57M and bringing the position to 1,507,348 shares worth $58.6M. The position accounts for 8.71% of the portfolio, ranked #5.

Morton Capital Management first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Morton Capital Management held 1,507,348 shares of Dimensional US Core Equity 2 ETF worth $58.6M as of Q1 2026.
Morton Capital Management bought 88,544 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.57M.
Dimensional US Core Equity 2 ETF made up 8.71% of Morton Capital Management's portfolio in Q1 2026, its #5 holding.
Morton Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.