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DFAC icon

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

Note 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 		$9.73M Buy
250,336
+3,803
+2% +$153K 4.86% 4
2025
Q4 		$10M Buy
246,533
+108,690
+79% +$4.24M 5.13% 4
2025
Q3 		$5.32M Buy
137,843
+33,647
+32% +$1.26M 3.16% 6
2025
Q2 		$3.73M Buy
104,196
+9,696
+10% +$323K 2.58% 8
2025
Q1 		$3.12M Buy
94,500
+2,105
+2% +$73.1K 2.57% 8
2024
Q4 		$3.2M Buy
+92,395
New +$3.25M 2.83% 7

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

Note Advisors's DFAC Position: Q1 2026 in Review

Note Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q1 2026, buying an estimated $153K and bringing the position to 250,336 shares worth $9.73M. The position accounts for 4.86% of the portfolio, ranked #4.

Note Advisors first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $10M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Note Advisors held 250,336 shares of Dimensional US Core Equity 2 ETF worth $9.73M as of Q1 2026.
  • Note Advisors bought 3,803 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $153K.
  • Dimensional US Core Equity 2 ETF made up 4.86% of Note Advisors's portfolio in Q1 2026, its #4 holding.
  • Note Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Note Advisors's Dimensional US Core Equity 2 ETF position peaked at $10M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.