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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Perennial Investment Advisors's DFAC Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 11% in Q1 2026, selling an estimated $123K and leaving 24,896 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #195.

Perennial Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Perennial Investment Advisors held 24,896 shares of Dimensional US Core Equity 2 ETF worth $967K as of Q1 2026.
Perennial Investment Advisors sold 3,053 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $123K.
Dimensional US Core Equity 2 ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #195 holding.
Perennial Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
Perennial Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $1.11M in Q4 2025.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.