OCM
DFAC icon

Orion Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Orion Capital Management’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 		$4.19M Sell
94,423
-731
-0.8% -$31.3K 1.29% 15
2026
Q1 		$3.7M Sell
95,154
-241
-0.3% -$9.71K 1.27% 16
2025
Q4 		$3.78M Sell
95,395
-165
-0.2% -$6.44K 1.27% 17
2025
Q3 		$3.69M Buy
95,560
+2,753
+3% +$103K 1.28% 17
2025
Q2 		$3.33M Buy
92,807
+7,819
+9% +$261K 1.27% 18
2025
Q1 		$2.8M Buy
84,988
+11,502
+16% +$399K 1.18% 18
2024
Q4 		$2.54M Sell
73,486
-1,276
-2% -$44.9K 1.12% 18
2024
Q3 		$2.56M Sell
74,762
-795
-1% -$26.3K 1.24% 17
2024
Q2 		$2.44M Buy
75,557
+132
+0.2% +$4.16K 1.28% 17
2024
Q1 		$2.41M Buy
75,425
+5
+0% +$151 1.28% 18
2023
Q4 		$2.2M Sell
75,420
-1,238
-2% -$33.5K 1.29% 16
2023
Q3 		$2.01M Sell
76,658
-38,204
-33% -$1.04M 1.3% 17
2023
Q2 		$3.12M Sell
114,862
-66,681
-37% -$1.72M 2.05% 16
2023
Q1 		$4.63M Buy
181,543
+16,865
+10% +$427K 3.1% 4
2022
Q4 		$4M Buy
164,678
+48,500
+42% +$1.18M 2.93% 5
2022
Q3 		$2.58M Buy
116,178
+14,984
+15% +$368K 2.08% 12
2022
Q2 		$2.36M Buy
101,194
+9,723
+11% +$246K 1.83% 13
2022
Q1 		$2.52M Buy
+91,471
New +$2.5M 1.52% 17

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Orion Capital Management's DFAC Position: Q2 2026 in Review

Orion Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.77% in Q2 2026, selling an estimated $31.3K and leaving 94,423 shares worth $4.19M. The position accounts for 1.29% of the portfolio, ranked #15.

Orion Capital Management first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.63M in Q1 2023. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Orion Capital Management held 94,423 shares of Dimensional US Core Equity 2 ETF worth $4.19M as of Q2 2026.
  • Orion Capital Management sold 731 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $31.3K.
  • Dimensional US Core Equity 2 ETF made up 1.29% of Orion Capital Management's portfolio in Q2 2026, its #15 holding.
  • Orion Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • Orion Capital Management's Dimensional US Core Equity 2 ETF position peaked at $4.63M in Q1 2023.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.