Onyx Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Onyx Financial Advisors’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	$168M	Buy	3,784,124 +107,747	+3%	+$4.61M	60.48%	1
2026 Q1	$143M	Buy	3,676,377 +49,063	+1%	+$1.98M	59.32%	1
2025 Q4	$144M	Buy	3,627,314 +38,022	+1%	+$1.48M	60.88%	1
2025 Q3	$138M	Sell	3,589,292 -3,610	-0.1%	-$135K	61.25%	1
2025 Q2	$129M	Buy	3,592,902 +59,993	+2%	+$2M	61.06%	1
2025 Q1	$117M	Buy	3,532,909 +161,134	+5%	+$5.59M	61.66%	1
2024 Q4	$117M	Buy	3,371,775 +663	+0%	+$23.3K	63.98%	1
2024 Q3	$116M	Buy	3,371,112 +36,412	+1%	+$1.2M	63.46%	1
2024 Q2	$108M	Buy	3,334,700 +44,421	+1%	+$1.4M	64.4%	1
2024 Q1	$105M	Buy	3,290,279 +214,528	+7%	+$6.48M	65.03%	1
2023 Q4	$89.9M	Buy	3,075,751 +39,056	+1%	+$1.06M	65.71%	1
2023 Q3	$79.6M	Buy	3,036,695 +54,324	+2%	+$1.48M	68.38%	1
2023 Q2	$81M	Buy	2,982,371 +62,898	+2%	+$1.62M	69.2%	1
2023 Q1	$74.4M	Buy	2,919,473 +66,755	+2%	+$1.69M	68.47%	1
2022 Q4	$69.3M	Buy	+2,852,718	New	+$69.4M	69%	1

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Onyx Financial Advisors's DFAC Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q2 2026, buying an estimated $4.61M and bringing the position to 3,784,124 shares worth $168M. The position accounts for 60.48% of the portfolio, ranked #1.

Onyx Financial Advisors first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Onyx Financial Advisors held 3,784,124 shares of Dimensional US Core Equity 2 ETF worth $168M as of Q2 2026.
Onyx Financial Advisors bought 107,747 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.61M.
Dimensional US Core Equity 2 ETF made up 60.48% of Onyx Financial Advisors's portfolio in Q2 2026, its #1 holding.
Onyx Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.