Mount Yale Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mount Yale Investment 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 Q2	$365K	Buy	+8,222	New	+$352K	0.01%	905

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Mount Yale Investment Advisors's DFAC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 8,222 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings.

1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Mount Yale Investment Advisors held 8,222 shares of Dimensional US Core Equity 2 ETF worth $365K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Mount Yale Investment Advisors position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #905 holding.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.