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Optivise Advisory Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Optivise Advisory Services’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 		$275K Hold
6,197
– – 0.14% 169
2026
Q1 		$241K Hold
6,197
– – 0.15% 158
2025
Q4 		$245K Hold
6,197
– – 0.14% 163
2025
Q3 		$239K Sell
6,197
-250
-4% -$9.33K 0.14% 159
2025
Q2 		$231K Hold
6,447
– – 0.12% 177
2025
Q1 		$213K Hold
6,447
– – 0.12% 178
2024
Q4 		$223K Sell
6,447
-138
-2% -$4.86K 0.12% 156
2024
Q3 		$226K Hold
6,585
– – 0.12% 154
2024
Q2 		$212K Buy
+6,585
New +$208K 0.11% 172

Other funds holding DFAC

AC
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
PL
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Optivise Advisory Services's DFAC Position: Q2 2026 in Review

Optivise Advisory Services held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,197 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #169.

Optivise Advisory Services first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Optivise Advisory Services held 6,197 shares of Dimensional US Core Equity 2 ETF worth $275K as of Q2 2026.
  • Optivise Advisory Services left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #169 holding.
  • Optivise Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.