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

Olistico Wealth’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	$2.18M	Hold	49,092	–	–	0.93%	24
2026 Q1	$1.91M	Hold	49,092	–	–	0.94%	23
2025 Q4	$1.94M	Hold	49,092	–	–	0.95%	20
2025 Q3	$1.89M	Sell	49,092 -345	-0.7%	-$12.9K	1%	20
2025 Q2	$1.77M	Sell	49,437 -2,548	-5%	-$85K	0.98%	20
2025 Q1	$1.71M	Sell	51,985 -1,100	-2%	-$38.2K	1.06%	19
2024 Q4	$1.84M	Hold	53,085	–	–	1.07%	21
2024 Q3	$1.82M	Sell	53,085 -5,807	-10%	-$192K	1.11%	20
2024 Q2	$1.9M	Hold	58,892	–	–	1.21%	18
2024 Q1	$1.88M	Sell	58,892 -2,850	-5%	-$86K	1.36%	18
2023 Q4	$1.8M	Hold	61,742	–	–	1.41%	15
2023 Q3	$1.62M	Sell	61,742 -6,625	-10%	-$181K	1.44%	15
2023 Q2	$1.86M	Sell	68,367 -789	-1%	-$20.3K	1.59%	13
2023 Q1	$1.76M	Hold	69,156	–	–	1.69%	11
2022 Q4	$1.68M	Buy	+69,156	New	+$1.68M	1.82%	11

Other funds holding DFAC

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

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

JWA

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

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Olistico Wealth's DFAC Position: Q2 2026 in Review

Olistico Wealth held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 49,092 shares worth $2.18M. The position accounts for 0.93% of the portfolio, ranked #24.

Olistico Wealth first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Olistico Wealth held 49,092 shares of Dimensional US Core Equity 2 ETF worth $2.18M as of Q2 2026.
Olistico Wealth left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.93% of Olistico Wealth's portfolio in Q2 2026, its #24 holding.
Olistico Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.