MA
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Mutual Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Mutual 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 		$4.97M Sell
111,966
-2,706
-2% -$116K 0.09% 215
2026
Q1 		$4.46M Sell
114,672
-815
-0.7% -$32.8K 0.1% 209
2025
Q4 		$4.57M Sell
115,487
-941
-0.8% -$36.7K 0.1% 202
2025
Q3 		$4.51M Sell
116,428
-9,548
-8% -$356K 0.1% 202
2025
Q2 		$4.67M Sell
125,976
-1,233
-1% -$41.1K 0.12% 177
2025
Q1 		$4.08M Buy
127,209
+7,689
+6% +$267K 0.12% 175
2024
Q4 		$4.21M Buy
119,520
+1,710
+1% +$60.2K 0.12% 163
2024
Q3 		$4.07M Sell
117,810
-338
-0.3% -$11.2K 0.12% 160
2024
Q2 		$3.89M Buy
118,148
+2,917
+3% +$92K 0.12% 168
2024
Q1 		$3.68M Sell
115,231
-46,377
-29% -$1.4M 0.12% 164
2023
Q4 		$4.72M Sell
161,608
-38,254
-19% -$1.04M 0.16% 134
2023
Q3 		$5.24M Buy
199,862
+24,858
+14% +$678K 0.2% 99
2023
Q2 		$4.75M Sell
175,004
-2,334
-1% -$60.2K 0.18% 111
2023
Q1 		$4.52M Buy
177,338
+30,358
+21% +$769K 0.19% 113
2022
Q4 		$3.57M Buy
146,980
+2,327
+2% +$56.6K 0.16% 135
2022
Q3 		$3.22M Buy
144,653
+57,461
+66% +$1.41M 0.17% 125
2022
Q2 		$2.03M Sell
87,192
-10,964
-11% -$278K 0.13% 178
2022
Q1 		$2.71M Buy
98,156
+18,220
+23% +$499K 0.15% 158
2021
Q4 		$2.32M Buy
79,936
+3,353
+4% +$94.6K 0.12% 204
2021
Q3 		$2.04M Buy
76,583
+5,547
+8% +$151K 0.12% 211
2021
Q2 		$1.92M Buy
+71,036
New +$1.89M 0.11% 232

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

Mutual Advisors's DFAC Position: Q2 2026 in Review

Mutual Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.4% in Q2 2026, selling an estimated $116K and leaving 111,966 shares worth $4.97M. The position accounts for 0.09% of the portfolio, ranked #215.

Mutual Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.24M in Q3 2023. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Mutual Advisors held 111,966 shares of Dimensional US Core Equity 2 ETF worth $4.97M as of Q2 2026.
  • Mutual Advisors sold 2,706 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $116K.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Mutual Advisors's portfolio in Q2 2026, its #215 holding.
  • Mutual Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • Mutual Advisors's Dimensional US Core Equity 2 ETF position peaked at $5.24M in Q3 2023.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.