OFO
DFAC icon

OneAscent Family Office’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

OneAscent Family Office’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 		$1.86M Sell
47,786
-38,892
-45% -$1.57M 1.3% 15
2025
Q4 		$3.43M Buy
86,678
+199
+0.2% +$7.77K 2.33% 6
2025
Q3 		$3.34M Hold
86,479
– – 2.71% 6
2025
Q2 		$3.1M Hold
86,479
– – 2.93% 6
2025
Q1 		$2.86M Buy
+86,479
New +$3M 2.66% 7

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

OneAscent Family Office's DFAC Position: Q1 2026 in Review

OneAscent Family Office reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 45% in Q1 2026, selling an estimated $1.57M and leaving 47,786 shares worth $1.86M. The position accounts for 1.3% of the portfolio, ranked #15.

OneAscent Family Office first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.43M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • OneAscent Family Office held 47,786 shares of Dimensional US Core Equity 2 ETF worth $1.86M as of Q1 2026.
  • OneAscent Family Office sold 38,892 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.57M.
  • Dimensional US Core Equity 2 ETF made up 1.3% of OneAscent Family Office's portfolio in Q1 2026, its #15 holding.
  • OneAscent Family Office first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's Dimensional US Core Equity 2 ETF position peaked at $3.43M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.