Pasadena Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pasadena Private Wealth’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	$313K	Buy	+7,055	New	+$302K	0.04%	179

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Pasadena Private Wealth's DFAC Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 7,055 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings.

1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Pasadena Private Wealth held 7,055 shares of Dimensional US Core Equity 2 ETF worth $313K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Pasadena Private Wealth position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #179 holding.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.