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

NewEdge Wealth’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	$562K	Buy	14,457 +989	+7%	+$39.8K	0.01%	782
2025 Q4	$533K	Hold	13,468	–	–	0.01%	820
2025 Q3	$523K	Hold	13,468	–	–	0.01%	731
2025 Q2	$493K	Hold	13,468	–	–	0.01%	718
2025 Q1	$444K	Hold	13,468	–	–	0.01%	682
2024 Q4	$466K	Hold	13,468	–	–	0.01%	655
2024 Q3	$462K	Hold	13,468	–	–	0.01%	634
2024 Q2	$434K	Hold	13,468	–	–	0.01%	579
2024 Q1	$413K	Hold	13,468	–	–	0.01%	601
2023 Q4	$394K	Hold	13,468	–	–	0.01%	557
2023 Q3	$353K	Buy	+13,468	New	+$368K	0.01%	516

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NewEdge Wealth's DFAC Position: Q1 2026 in Review

NewEdge Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.3% in Q1 2026, buying an estimated $39.8K and bringing the position to 14,457 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #782.

NewEdge Wealth first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

NewEdge Wealth held 14,457 shares of Dimensional US Core Equity 2 ETF worth $562K as of Q1 2026.
NewEdge Wealth bought 989 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $39.8K.
Dimensional US Core Equity 2 ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #782 holding.
NewEdge Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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