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&Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

&Partners’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 		$546K Buy
14,057
+5
+0% +$201 ﹤0.01% 1646
2025
Q4 		$556K Buy
14,052
+4,464
+47% +$174K ﹤0.01% 1548
2025
Q3 		$370K Buy
9,588
+2,726
+40% +$102K ﹤0.01% 1637
2025
Q2 		$246K Buy
6,862
+5
+0.1% +$167 ﹤0.01% 1727
2025
Q1 		$225K Buy
6,857
+5
+0.1% +$174 ﹤0.01% 1566
2024
Q4 		$239K Buy
6,852
+4
+0.1% +$141 ﹤0.01% 1453
2024
Q3 		$235K Buy
+6,848
New +$226K ﹤0.01% 1225

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

&Partners's DFAC Position: Q1 2026 in Review

&Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.04% in Q1 2026, buying an estimated $201 and bringing the position to 14,057 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

&Partners first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $556K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • &Partners held 14,057 shares of Dimensional US Core Equity 2 ETF worth $546K as of Q1 2026.
  • &Partners bought 5 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $201.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1646 holding.
  • &Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • &Partners's Dimensional US Core Equity 2 ETF position peaked at $556K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.