Oakwell Private Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Oakwell Private Wealth Management’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	$1.04M	Hold	26,857	–	–	0.19%	42
2025 Q4	$1.06M	Sell	26,857 -996	-4%	-$38.9K	0.2%	44
2025 Q3	$1.07M	Sell	27,853 -61	-0.2%	-$2.28K	0.22%	42
2025 Q2	$1M	Hold	27,914	–	–	0.23%	39
2025 Q1	$921K	Sell	27,914 -6,614	-19%	-$230K	0.25%	38
2024 Q4	$1.19M	Hold	34,528	–	–	0.33%	32
2024 Q3	$1.18M	Sell	34,528 -6,141	-15%	-$203K	0.34%	30
2024 Q2	$1.31M	Sell	40,669 -45	-0.1%	-$1.42K	0.37%	29
2024 Q1	$1.3M	Hold	40,714	–	–	0.4%	28
2023 Q4	$1.19M	Sell	40,714 -387	-0.9%	-$10.5K	0.42%	28
2023 Q3	$1.08M	Buy	41,101 +3,103	+8%	+$84.7K	0.46%	28
2023 Q2	$1.03M	Hold	37,998	–	–	0.43%	29
2023 Q1	$968K	Sell	37,998 -10,342	-21%	-$262K	0.44%	31
2022 Q4	$1.17M	Hold	48,340	–	–	0.56%	24
2022 Q3	$1.07M	Buy	48,340 +162	+0.3%	+$3.98K	0.6%	27
2022 Q2	$1.12M	Hold	48,178	–	–	0.64%	23
2022 Q1	$1.33M	Sell	48,178 -1,832	-4%	-$50.2K	0.67%	21
2021 Q4	$1.45M	Sell	50,010 -281	-0.6%	-$7.93K	0.72%	19
2021 Q3	$1.34M	Sell	50,291 -20,536	-29%	-$558K	0.72%	19
2021 Q2	$1.91M	Buy	+70,827	New	+$1.88M	1.23%	17

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

Oakwell Private Wealth Management's DFAC Position: Q1 2026 in Review

Oakwell Private Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 26,857 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #42.

Oakwell Private Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.91M in Q2 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Oakwell Private Wealth Management held 26,857 shares of Dimensional US Core Equity 2 ETF worth $1.04M as of Q1 2026.
Oakwell Private Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.19% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #42 holding.
Oakwell Private Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Oakwell Private Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.91M in Q2 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.