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Mosaic Family Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mosaic Family Wealth Partners’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 		$1.38M Sell
35,424
-812
-2% -$32.7K 0.14% 90
2025
Q4 		$1.43M Sell
36,236
-215
-0.6% -$8.39K 0.16% 75
2025
Q3 		$1.4M Buy
36,451
+360
+1% +$13.4K 0.16% 64
2025
Q2 		$1.29M Sell
36,091
-1,023
-3% -$34.1K 0.16% 65
2025
Q1 		$1.22M Buy
37,114
+8,365
+29% +$290K 0.17% 66
2024
Q4 		$994K Sell
28,749
-531
-2% -$18.7K 0.14% 79
2024
Q3 		$1M Sell
29,280
-505
-2% -$16.7K 0.15% 80
2024
Q2 		$960K Sell
29,785
-27
-0.1% -$851 0.15% 76
2024
Q1 		$952K Buy
29,812
+8,395
+39% +$253K 0.16% 76
2023
Q4 		$626K Buy
21,417
+3
+0% +$81 0.11% 96
2023
Q3 		$561K Buy
21,414
+6,671
+45% +$182K 0.11% 95
2023
Q2 		$400K Buy
14,743
+83
+0.6% +$2.14K 0.08% 115
2023
Q1 		$374K Buy
+14,660
New +$371K 0.08% 122

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

Mosaic Family Wealth Partners's DFAC Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q1 2026, selling an estimated $32.7K and leaving 35,424 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #90.

Mosaic Family Wealth Partners first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Mosaic Family Wealth Partners held 35,424 shares of Dimensional US Core Equity 2 ETF worth $1.38M as of Q1 2026.
  • Mosaic Family Wealth Partners sold 812 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $32.7K.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • Mosaic Family Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $1.43M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.