Oakworth Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Oakworth Capital’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	$2.15M	Buy	48,424 +1,012	+2%	+$43.3K	0.1%	58
2026 Q1	$1.84M	Sell	47,412 -1	-0%	-$40	0.1%	59
2025 Q4	$1.88M	Sell	47,413 -999	-2%	-$39K	0.1%	59
2025 Q3	$1.87M	Buy	48,412 +249	+0.5%	+$9.29K	0.11%	58
2025 Q2	$1.73M	Buy	48,163 +3,718	+8%	+$124K	0.11%	54
2025 Q1	$1.47M	Buy	44,445 +17,600	+66%	+$611K	0.1%	59
2024 Q4	$929K	Hold	26,845	–	–	0.06%	83
2024 Q3	$921K	Hold	26,845	–	–	0.06%	85
2024 Q2	$865K	Hold	26,845	–	–	0.06%	83
2024 Q1	$858K	Hold	26,845	–	–	0.06%	85
2023 Q4	$785K	Hold	26,845	–	–	0.06%	79
2023 Q3	$703K	Hold	26,845	–	–	0.06%	81
2023 Q2	$729K	Hold	26,845	–	–	0.06%	84
2023 Q1	$684K	Buy	+26,845	New	+$680K	0.06%	85

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Oakworth Capital's DFAC Position: Q2 2026 in Review

Oakworth Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 48,424 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #58.

Oakworth Capital first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Oakworth Capital held 48,424 shares of Dimensional US Core Equity 2 ETF worth $2.15M as of Q2 2026.
Oakworth Capital bought 1,012 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $43.3K.
Dimensional US Core Equity 2 ETF made up 0.1% of Oakworth Capital's portfolio in Q2 2026, its #58 holding.
Oakworth Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.