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Outbound Financial Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Outbound Financial Inc’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 		$36.5M Buy
822,037
+63,812
+8% +$2.73M 23.62% 1
2026
Q1 		$29.5M Buy
758,225
+59,666
+9% +$2.4M 22.09% 1
2025
Q4 		$27.7M Buy
698,559
+32,128
+5% +$1.25M 21.53% 1
2025
Q3 		$25.7M Buy
666,431
+25,217
+4% +$941K 20.96% 1
2025
Q2 		$23M Buy
+641,214
New +$21.4M 21% 1

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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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

Outbound Financial Inc's DFAC Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.4% in Q2 2026, buying an estimated $2.73M and bringing the position to 822,037 shares worth $36.5M. The position accounts for 23.62% of the portfolio, ranked #1.

Outbound Financial Inc first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Outbound Financial Inc held 822,037 shares of Dimensional US Core Equity 2 ETF worth $36.5M as of Q2 2026.
  • Outbound Financial Inc bought 63,812 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.73M.
  • Dimensional US Core Equity 2 ETF made up 23.62% of Outbound Financial Inc's portfolio in Q2 2026, its #1 holding.
  • Outbound Financial Inc first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.