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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
Q2 		$719K Buy
16,201
+1,744
+12% +$74.6K 0.01% 749
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
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

NewEdge Wealth's DFAC Position: Q2 2026 in Review

NewEdge Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, buying an estimated $74.6K and bringing the position to 16,201 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #749.

NewEdge Wealth first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • NewEdge Wealth held 16,201 shares of Dimensional US Core Equity 2 ETF worth $719K as of Q2 2026.
  • NewEdge Wealth bought 1,744 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $74.6K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #749 holding.
  • NewEdge Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.