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Old Peak Finance’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Old Peak Finance’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 		$31.2M Buy
803,937
+24,493
+3% +$987K 18.24% 2
2025
Q4 		$30.9M Buy
+779,444
New +$30.4M 19.05% 2

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

Old Peak Finance's DFAC Position: Q1 2026 in Review

Old Peak Finance increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q1 2026, buying an estimated $987K and bringing the position to 803,937 shares worth $31.2M. The position accounts for 18.24% of the portfolio, ranked #2.

Old Peak Finance first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Old Peak Finance held 803,937 shares of Dimensional US Core Equity 2 ETF worth $31.2M as of Q1 2026.
  • Old Peak Finance bought 24,493 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $987K.
  • Dimensional US Core Equity 2 ETF made up 18.24% of Old Peak Finance's portfolio in Q1 2026, its #2 holding.
  • Old Peak Finance first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Old Peak Finance's 13F filing for Q1 2026, filed 24 Apr 2026.