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

Operose 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 Q1	$217K	Buy	5,584 +14	+0.3%	+$564	0.05%	145
2025 Q4	$221K	Buy	5,570 +13	+0.2%	+$507	0.05%	142
2025 Q3	$214K	Hold	5,557	–	–	0.05%	138
2025 Q2	$199K	Hold	5,557	–	–	0.06%	135
2025 Q1	$183K	Hold	5,557	–	–	0.06%	125
2024 Q4	$192K	Hold	5,557	–	–	0.07%	120
2024 Q3	$191K	Hold	5,557	–	–	0.06%	145
2024 Q2	$179K	Hold	5,557	–	–	0.06%	142
2024 Q1	$178K	Hold	5,557	–	–	0.06%	163
2023 Q4	$162K	Hold	5,557	–	–	0.07%	126
2023 Q3	$146K	Hold	5,557	–	–	0.06%	169
2023 Q2	$151K	Hold	5,557	–	–	0.07%	102
2023 Q1	$142K	Hold	5,557	–	–	0.07%	95
2022 Q4	$135K	Buy	+5,557	New	+$135K	0.07%	93

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Operose Advisors's DFAC Position: Q1 2026 in Review

Operose Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, buying an estimated $564 and bringing the position to 5,584 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #145.

Operose Advisors first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $221K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Operose Advisors held 5,584 shares of Dimensional US Core Equity 2 ETF worth $217K as of Q1 2026.
Operose Advisors bought 14 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $564.
Dimensional US Core Equity 2 ETF made up 0.05% of Operose Advisors's portfolio in Q1 2026, its #145 holding.
Operose Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Operose Advisors's Dimensional US Core Equity 2 ETF position peaked at $221K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.