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Patriot Financial Group Insurance Agency’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$799K Sell
18,012
-18,012
-50% -$771K 0.08% 259
2026
Q1 		$1.4M Buy
36,024
+18,012
+100% +$726K 0.08% 260
2025
Q4 		$713K Hold
18,012
– – 0.08% 249
2025
Q3 		$695K Buy
18,012
+40
+0.2% +$1.49K 0.09% 237
2025
Q2 		$644K Buy
17,972
+44
+0.2% +$1.47K 0.07% 271
2025
Q1 		$591K Buy
17,928
+35
+0.2% +$1.22K 0.08% 264
2024
Q4 		$619K Sell
17,893
-189
-1% -$6.66K 0.08% 251
2024
Q3 		$620K Buy
18,082
+1,428
+9% +$47.2K 0.08% 261
2024
Q2 		$537K Sell
16,654
-2,872
-15% -$90.6K 0.08% 265
2024
Q1 		$624K Buy
19,526
+5
+0% +$151 0.1% 225
2023
Q4 		$571K Sell
19,521
-29
-0.1% -$785 0.11% 218
2023
Q3 		$512K Buy
19,550
+2,219
+13% +$60.6K 0.11% 226
2023
Q2 		$471K Buy
+17,331
New +$447K 0.09% 253
2022
Q3 		– Sell
-4,141
Closed -$96K – 763
2022
Q2 		$96K Sell
4,141
-129
-3% -$3.27K 0.02% 559
2022
Q1 		$118K Buy
4,270
+1,672
+64% +$45.8K 0.02% 540
2021
Q4 		$75K Buy
2,598
+93
+4% +$2.62K 0.01% 739
2021
Q3 		$67K Buy
+2,505
New +$68.1K 0.01% 767

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 22.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFAC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 50% in Q2 2026, selling an estimated $771K and leaving 18,012 shares worth $799K. The position accounts for 0.08% of the portfolio, ranked #259.

Patriot Financial Group Insurance Agency first reported a position in DFAC in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.4M in Q1 2026. 720 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 18,012 shares of Dimensional US Core Equity 2 ETF worth $799K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 18,012 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $771K.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #259 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional US Core Equity 2 ETF position peaked at $1.4M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.