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

Oak Wealth 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 Q2	$564K	Buy	12,715 +11	+0.1%	+$471	0.27%	46
2026 Q1	$494K	Buy	12,704 +2,556	+25%	+$103K	0.27%	42
2025 Q4	$402K	Sell	10,148 -7,387	-42%	-$288K	0.23%	44
2025 Q3	$676K	Buy	17,535 +16	+0.1%	+$597	0.39%	35
2025 Q2	$628K	Sell	17,519 -2,055	-10%	-$68.6K	0.4%	35
2025 Q1	$646K	Buy	19,574 +708	+4%	+$24.6K	0.48%	27
2024 Q4	$653K	Buy	+18,866	New	+$664K	0.5%	27

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Oak Wealth Advisors's DFAC Position: Q2 2026 in Review

Oak Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.09% in Q2 2026, buying an estimated $471 and bringing the position to 12,715 shares worth $564K. The position accounts for 0.27% of the portfolio, ranked #46.

Oak Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q3 2025. 568 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Oak Wealth Advisors held 12,715 shares of Dimensional US Core Equity 2 ETF worth $564K as of Q2 2026.
Oak Wealth Advisors bought 11 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $471.
Dimensional US Core Equity 2 ETF made up 0.27% of Oak Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Oak Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $676K in Q3 2025.
568 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.