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National Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

National Wealth Management Group’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 		$763K Buy
17,208
+17
+0.1% +$727 0.24% 91
2026
Q1 		$668K Buy
17,191
+17
+0.1% +$685 0.25% 91
2025
Q4 		$680K Buy
17,174
+16
+0.1% +$624 0.24% 100
2025
Q3 		$662K Buy
17,158
+19
+0.1% +$709 0.25% 91
2025
Q2 		$614K Buy
17,139
+20
+0.1% +$667 0.34% 69
2025
Q1 		$565K Buy
17,119
+17
+0.1% +$590 0.37% 63
2024
Q4 		$592K Buy
17,102
+20
+0.1% +$704 0.39% 56
2024
Q3 		$586K Buy
17,082
+19
+0.1% +$628 0.4% 58
2024
Q2 		$550K Sell
17,063
-1,307
-7% -$41.2K 0.42% 56
2024
Q1 		$587K Sell
18,370
-6,882
-27% -$208K 0.46% 53
2023
Q4 		$738K Sell
25,252
-2,004
-7% -$54.2K 0.71% 39
2023
Q3 		$714K Sell
27,256
-417
-2% -$11.4K 0.78% 37
2023
Q2 		$762K Buy
27,673
+23
+0.1% +$593 0.79% 36
2023
Q1 		$697K Buy
27,650
+16
+0.1% +$405 0.8% 34
2022
Q4 		$671K Buy
27,634
+34
+0.1% +$827 0.8% 28
2022
Q3 		$614K Buy
27,600
+26
+0.1% +$638 0.8% 27
2022
Q2 		$642K Sell
27,574
-226
-0.8% -$5.72K 0.81% 32
2022
Q1 		$767K Sell
27,800
-185
-0.7% -$5.07K 0.74% 41
2021
Q4 		$811K Buy
+27,985
New +$790K 0.76% 42

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

National Wealth Management Group's DFAC Position: Q2 2026 in Review

National Wealth Management Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.1% in Q2 2026, buying an estimated $727 and bringing the position to 17,208 shares worth $763K. The position accounts for 0.24% of the portfolio, ranked #91.

National Wealth Management Group first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • National Wealth Management Group held 17,208 shares of Dimensional US Core Equity 2 ETF worth $763K as of Q2 2026.
  • National Wealth Management Group bought 17 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $727.
  • Dimensional US Core Equity 2 ETF made up 0.24% of National Wealth Management Group's portfolio in Q2 2026, its #91 holding.
  • National Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Dimensional US Core Equity 2 ETF position peaked at $811K in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.