Mowery & Schoenfeld Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mowery & Schoenfeld Wealth 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 Q2	$4.07M	Hold	91,829	–	–	5.55%	3
2026 Q1	$3.57M	Sell	91,829 -1,345	-1%	-$54.2K	5.45%	3
2025 Q4	$3.69M	Sell	93,174 -2,529	-3%	-$98.7K	5.35%	5
2025 Q3	$3.69M	Sell	95,703 -5,442	-5%	-$203K	6.34%	3
2025 Q2	$3.63M	Buy	101,145 +2,778	+3%	+$92.7K	5.5%	4
2025 Q1	$3.25M	Buy	98,367 +158	+0.2%	+$5.49K	6.36%	4
2024 Q4	$3.4M	Sell	98,209 -117,777	-55%	-$4.15M	6.61%	4
2024 Q3	$7.41M	Sell	215,986 -4,849	-2%	-$160K	11.7%	3
2024 Q2	$7.12M	Buy	220,835 +66,940	+43%	+$2.11M	10.22%	3
2024 Q1	$4.92M	Buy	153,895 +2,366	+2%	+$71.4K	9.48%	3
2023 Q4	$4.43M	Buy	+151,529	New	+$4.1M	8.95%	4

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DFAC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 91,829 shares worth $4.07M. The position accounts for 5.55% of the portfolio, ranked #3.

Mowery & Schoenfeld Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.41M in Q3 2024. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 91,829 shares of Dimensional US Core Equity 2 ETF worth $4.07M as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 5.55% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #3 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $7.41M in Q3 2024.
856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.