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Pettinga Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pettinga Financial 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 		$800K Hold
18,026
– – 0.13% 84
2026
Q1 		$700K Hold
18,026
– – 0.13% 87
2025
Q4 		$714K Sell
18,026
-4
-0% -$156 0.14% 81
2025
Q3 		$695K Buy
18,030
+1,091
+6% +$40.7K 0.14% 81
2025
Q2 		$607K Hold
16,939
– – 0.13% 79
2025
Q1 		$559K Hold
16,939
– – 0.13% 76
2024
Q4 		$586K Hold
16,939
– – 0.13% 75
2024
Q3 		$581K Hold
16,939
– – 0.14% 70
2024
Q2 		$546K Hold
16,939
– – 0.14% 70
2024
Q1 		$541K Sell
16,939
-15,600
-48% -$471K 0.14% 76
2023
Q4 		$951K Buy
32,539
+15,600
+92% +$422K 0.26% 56
2023
Q3 		$444K Hold
16,939
– – 0.13% 67
2023
Q2 		$460K Sell
16,939
-100
-0.6% -$2.58K 0.14% 63
2023
Q1 		$434K Buy
17,039
+100
+0.6% +$2.53K 0.14% 67
2022
Q4 		$411K Hold
16,939
– – 0.13% 71
2022
Q3 		$377K Hold
16,939
– – 0.13% 70
2022
Q2 		$395K Buy
+16,939
New +$429K 0.12% 75

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

Pettinga Financial Advisors's DFAC Position: Q2 2026 in Review

Pettinga Financial Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 18,026 shares worth $800K. The position accounts for 0.13% of the portfolio, ranked #84.

Pettinga Financial Advisors first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $951K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pettinga Financial Advisors held 18,026 shares of Dimensional US Core Equity 2 ETF worth $800K as of Q2 2026.
  • Pettinga Financial Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.13% of Pettinga Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Pettinga Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • Pettinga Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $951K in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.