Omni 360 Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Omni 360 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	$1.39M	Buy	31,261 +54	+0.2%	+$2.31K	0.64%	38
2026 Q1	$1.21M	Buy	31,207 +55	+0.2%	+$2.22K	0.63%	37
2025 Q4	$1.26M	Buy	31,152 +22	+0.1%	+$859	0.65%	37
2025 Q3	$1.2M	Buy	31,130 +27	+0.1%	+$1.01K	0.67%	34
2025 Q2	$1.11M	Hold	31,103	–	–	0.69%	34
2025 Q1	$1.03M	Hold	31,103	–	–	0.69%	32
2024 Q4	$1.08M	Sell	31,103 -1,368	-4%	-$48.2K	0.72%	34
2024 Q3	$1.11M	Hold	32,471	–	–	0.76%	38
2024 Q2	$1.05M	Hold	32,471	–	–	0.79%	34
2024 Q1	$1.04M	Hold	32,471	–	–	0.86%	31
2023 Q4	$949K	Buy	+32,471	New	+$879K	0.89%	30

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Omni 360 Wealth's DFAC Position: Q2 2026 in Review

Omni 360 Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.17% in Q2 2026, buying an estimated $2.31K and bringing the position to 31,261 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #38.

Omni 360 Wealth first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Omni 360 Wealth held 31,261 shares of Dimensional US Core Equity 2 ETF worth $1.39M as of Q2 2026.
Omni 360 Wealth bought 54 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.31K.
Dimensional US Core Equity 2 ETF made up 0.64% of Omni 360 Wealth's portfolio in Q2 2026, its #38 holding.
Omni 360 Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
281 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.