PWM
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Perigon Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Perigon Wealth Management’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 		$69.7M Buy
1,571,550
+35,247
+2% +$1.51M 1.1% 12
2026
Q1 		$59.7M Sell
1,536,303
-7,713
-0.5% -$311K 1.08% 13
2025
Q4 		$61.1M Sell
1,544,016
-19,661
-1% -$767K 1.09% 12
2025
Q3 		$60.3M Sell
1,563,677
-17,048
-1% -$636K 1.23% 9
2025
Q2 		$56.7M Sell
1,580,725
-19,211
-1% -$641K 1.32% 8
2025
Q1 		$52.8M Sell
1,599,936
-1,617
-0.1% -$56.1K 1.36% 9
2024
Q4 		$56.4M Sell
1,601,553
-1,801
-0.1% -$63.4K 1.39% 9
2024
Q3 		$55M Buy
1,603,354
+7,734
+0.5% +$255K 1.45% 8
2024
Q2 		$51.4M Buy
1,595,620
+76,495
+5% +$2.41M 1.49% 10
2024
Q1 		$48.5M Sell
1,519,125
-10,659
-0.7% -$322K 1.47% 9
2023
Q4 		$44.7M Buy
1,529,784
+29,608
+2% +$801K 1.46% 10
2023
Q3 		$39.3M Sell
1,500,176
-20,286
-1% -$554K 1.59% 9
2023
Q2 		$41.3M Buy
1,520,462
+26,595
+2% +$685K 1.62% 9
2023
Q1 		$38.1M Sell
1,493,867
-5,092
-0.3% -$129K 2.16% 4
2022
Q4 		$36.4M Buy
1,498,959
+14,398
+1% +$350K 2.26% 3
2022
Q3 		$33M Buy
1,484,561
+3,970
+0.3% +$97.5K 2.85% 3
2022
Q2 		$34.5M Sell
1,480,591
-28,360
-2% -$718K 2.88% 3
2022
Q1 		$41.6M Buy
1,508,951
+1,332
+0.1% +$36.5K 2.94% 3
2021
Q4 		$43.7M Buy
1,507,619
+1,264
+0.1% +$35.7K 3.12% 4
2021
Q3 		$40M Buy
1,506,355
+6,187
+0.4% +$168K 3.47% 3
2021
Q2 		$40.5M Buy
+1,500,168
New +$39.9M 3.6% 3

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

Perigon Wealth Management's DFAC Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, buying an estimated $1.51M and bringing the position to 1,571,550 shares worth $69.7M. The position accounts for 1.1% of the portfolio, ranked #12.

Perigon Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Perigon Wealth Management held 1,571,550 shares of Dimensional US Core Equity 2 ETF worth $69.7M as of Q2 2026.
  • Perigon Wealth Management bought 35,247 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.51M.
  • Dimensional US Core Equity 2 ETF made up 1.1% of Perigon Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.