Naples Global Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Naples Global 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	$296K	Hold	6,666	–	–	0.02%	411
2026 Q1	$259K	Hold	6,666	–	–	0.02%	403
2025 Q4	$264K	Hold	6,666	–	–	0.02%	394
2025 Q3	$257K	Hold	6,666	–	–	0.02%	397
2025 Q2	$239K	Hold	6,666	–	–	0.02%	390
2025 Q1	$220K	Hold	6,666	–	–	0.02%	386
2024 Q4	$231K	Hold	6,666	–	–	0.02%	377
2024 Q3	$229K	Hold	6,666	–	–	0.02%	378
2024 Q2	$215K	Hold	6,666	–	–	0.02%	379
2024 Q1	$213K	Buy	+6,666	New	+$201K	0.02%	388

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

Naples Global Advisors's DFAC Position: Q2 2026 in Review

Naples Global Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,666 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #411.

Naples Global Advisors first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Naples Global Advisors held 6,666 shares of Dimensional US Core Equity 2 ETF worth $296K as of Q2 2026.
Naples Global Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #411 holding.
Naples Global Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.