PCA
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Pallas Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pallas Capital 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 		$3.13M Hold
70,503
– – 0.1% 163
2026
Q1 		$2.74M Sell
70,503
-4,135
-6% -$167K 0.1% 161
2025
Q4 		$2.95M Sell
74,638
-1,380
-2% -$53.9K 0.1% 162
2025
Q3 		$2.93M Sell
76,018
-842
-1% -$31.4K 0.11% 150
2025
Q2 		$2.75M Hold
76,860
– – 0.1% 148
2025
Q1 		$2.54M Hold
76,860
– – 0.11% 162
2024
Q4 		$2.66M Hold
76,860
– – 0.11% 137
2024
Q3 		$2.65M Sell
76,860
-69
-0.1% -$2.28K 0.11% 134
2024
Q2 		$2.55M Sell
76,929
-35
-0% -$1.1K 0.12% 134
2024
Q1 		$2.46M Hold
76,964
– – 0.1% 143
2023
Q4 		$2.25M Sell
76,964
-1,874
-2% -$50.7K 0.12% 133
2023
Q3 		$1.98M Sell
78,838
-120
-0.2% -$3.27K 0.12% 140
2023
Q2 		$2.18M Hold
78,958
– – 0.1% 120
2023
Q1 		$2.02M Sell
78,958
-2,385
-3% -$60.4K 0.19% 98
2022
Q4 		$2.05M Sell
81,343
-2,018
-2% -$49.1K 0.21% 93
2022
Q3 		$1.97M Buy
83,361
+20,653
+33% +$507K 0.22% 89
2022
Q2 		$1.53M Buy
+62,708
New +$1.59M 0.21% 85
2022
Q1 		– Sell
-63,293
Closed -$1.7M – 244
2021
Q4 		$1.7M Hold
63,293
– – 0.21% 84
2021
Q3 		$1.81M Buy
63,293
+5,773
+10% +$157K 0.2% 92
2021
Q2 		$1.55M Buy
+57,520
New +$1.53M 0.22% 84

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

Pallas Capital Advisors's DFAC Position: Q2 2026 in Review

Pallas Capital Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 70,503 shares worth $3.13M. The position accounts for 0.1% of the portfolio, ranked #163.

Pallas Capital Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pallas Capital Advisors held 70,503 shares of Dimensional US Core Equity 2 ETF worth $3.13M as of Q2 2026.
  • Pallas Capital Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Pallas Capital Advisors's portfolio in Q2 2026, its #163 holding.
  • Pallas Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.