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DFAC icon

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

NewEdge 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
Q1 		$89.1M Sell
2,292,841
-191,430
-8% -$7.71M 0.32% 55
2025
Q4 		$98.4M Sell
2,484,271
-630,366
-20% -$24.6M 0.36% 53
2025
Q3 		$120M Sell
3,114,637
-285,867
-8% -$10.7M 0.55% 32
2025
Q2 		$122M Sell
3,400,504
-489,975
-13% -$16.3M 0.63% 23
2025
Q1 		$128M Sell
3,890,479
-519,633
-12% -$18M 0.76% 19
2024
Q4 		$153M Sell
4,410,112
-167,688
-4% -$5.91M 0.92% 14
2024
Q3 		$157M Buy
4,577,800
+1,509,251
+49% +$49.8M 1.02% 9
2024
Q2 		$98.9M Sell
3,068,549
-44,303
-1% -$1.4M 0.72% 17
2024
Q1 		$99.5M Buy
3,112,852
+354,298
+13% +$10.7M 0.87% 11
2023
Q4 		$81.1M Buy
2,758,554
+1,306,144
+90% +$35.3M 0.77% 13
2023
Q3 		$38.1M Buy
1,452,410
+246,132
+20% +$6.72M 0.42% 54
2023
Q2 		$32.8M Buy
1,206,278
+196,544
+19% +$5.07M 0.37% 71
2023
Q1 		$25.7M Buy
1,009,734
+648,994
+180% +$16.4M 0.32% 80
2022
Q4 		$7.77M Buy
360,740
+201,037
+126% +$4.89M 0.21% 112
2022
Q3 		$3.55M Buy
159,703
+45,608
+40% +$1.12M 0.06% 302
2022
Q2 		$2.66M Buy
114,095
+32,026
+39% +$811K 0.04% 369
2022
Q1 		$2.26M Sell
82,069
-26,126
-24% -$715K 0.04% 394
2021
Q4 		$3.13M Buy
108,195
+72,562
+204% +$2.05M 0.05% 332
2021
Q3 		$947K Buy
35,633
+20
+0.1% +$543 0.02% 540
2021
Q2 		$961K Buy
+35,613
New +$946K 0.03% 506

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

NewEdge Advisors's DFAC Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.7% in Q1 2026, selling an estimated $7.71M and leaving 2,292,841 shares worth $89.1M. The position accounts for 0.32% of the portfolio, ranked #55.

NewEdge Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $157M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • NewEdge Advisors held 2,292,841 shares of Dimensional US Core Equity 2 ETF worth $89.1M as of Q1 2026.
  • NewEdge Advisors sold 191,430 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $7.71M.
  • Dimensional US Core Equity 2 ETF made up 0.32% of NewEdge Advisors's portfolio in Q1 2026, its #55 holding.
  • NewEdge Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's Dimensional US Core Equity 2 ETF position peaked at $157M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.