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Petix & Botte Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Petix & Botte Financial’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 		$223K Sell
2,874
-2,874
-50% -$116K 0.05% 130
2025
Q4 		$228K Buy
+5,748
New +$224K 0.05% 124

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Petix & Botte Financial's DFAC Position: Q1 2026 in Review

Petix & Botte Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 50% in Q1 2026, selling an estimated $116K and leaving 2,874 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #130.

Petix & Botte Financial first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Petix & Botte Financial held 2,874 shares of Dimensional US Core Equity 2 ETF worth $223K as of Q1 2026.
  • Petix & Botte Financial sold 2,874 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $116K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Petix & Botte Financial's portfolio in Q1 2026, its #130 holding.
  • Petix & Botte Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Petix & Botte Financial's Dimensional US Core Equity 2 ETF position peaked at $228K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.