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Natural Investments’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Natural Investments’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
Q1 		$332K Hold
8,569
– – 0.08% 206
2025
Q4 		$339K Buy
+8,569
New +$334K 0.08% 208
2025
Q3 		– Sell
-8,569
Closed -$307K – 248
2025
Q2 		$307K Sell
8,569
-3,400
-28% -$113K 0.08% 198
2025
Q1 		$394K Hold
11,969
– – 0.11% 163
2024
Q4 		$414K Buy
+11,969
New +$422K 0.11% 155

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Natural Investments's DFAC Position: Q1 2026 in Review

Natural Investments held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 8,569 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #206.

Natural Investments first reported a position in DFAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $414K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Natural Investments held 8,569 shares of Dimensional US Core Equity 2 ETF worth $332K as of Q1 2026.
  • Natural Investments left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Natural Investments's portfolio in Q1 2026, its #206 holding.
  • Natural Investments first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 5 quarters since.
  • Natural Investments's Dimensional US Core Equity 2 ETF position peaked at $414K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.