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Perennial Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Perennial Investment 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 		$1.11M Buy
25,052
+156
+0.6% +$6.67K 0.07% 204
2026
Q1 		$967K Sell
24,896
-3,053
-11% -$123K 0.08% 195
2025
Q4 		$1.11M Sell
27,949
-22
-0.1% -$859 0.09% 180
2025
Q3 		$1.08M Sell
27,971
-96
-0.3% -$3.58K 0.09% 174
2025
Q2 		$1.01M Hold
28,067
– – 0.1% 176
2025
Q1 		$926K Sell
28,067
-28
-0.1% -$972 0.1% 169
2024
Q4 		$972K Sell
28,095
-123
-0.4% -$4.33K 0.11% 154
2024
Q3 		$968K Buy
28,218
+80
+0.3% +$2.64K 0.13% 144
2024
Q2 		$907K Sell
28,138
-245
-0.9% -$7.73K 0.13% 131
2024
Q1 		$907K Hold
28,383
– – 0.14% 120
2023
Q4 		$830K Hold
28,383
– – 0.14% 125
2023
Q3 		$744K Hold
28,383
– – 0.13% 131
2023
Q2 		$771K Hold
28,383
– – 0.14% 131
2023
Q1 		$723K Sell
28,383
-199
-0.7% -$5.04K 0.13% 133
2022
Q4 		$694K Sell
28,582
-1,649
-5% -$40.1K 0.28% 70
2022
Q3 		$672K Buy
30,231
+448
+2% +$11K 0.3% 65
2022
Q2 		$694K Buy
+29,783
New +$754K 0.27% 71
2022
Q1 		– Sell
-23,128
Closed -$670K – 224
2021
Q4 		$670K Sell
23,128
-7,286
-24% -$206K 0.21% 92
2021
Q3 		$809K Sell
30,414
-91
-0.3% -$2.47K 0.29% 80
2021
Q2 		$823K Buy
+30,505
New +$811K 0.3% 78

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

Perennial Investment Advisors's DFAC Position: Q2 2026 in Review

Perennial Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.63% in Q2 2026, buying an estimated $6.67K and bringing the position to 25,052 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #204.

Perennial Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Perennial Investment Advisors held 25,052 shares of Dimensional US Core Equity 2 ETF worth $1.11M as of Q2 2026.
  • Perennial Investment Advisors bought 156 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $6.67K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Perennial Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.