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Phillips Financial Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Phillips Financial 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 		$31.4M Sell
707,528
-13,253
-2% -$567K 2.3% 13
2026
Q1 		$28M Sell
720,781
-20,998
-3% -$846K 2.03% 14
2025
Q4 		$29.4M Sell
741,779
-16,865
-2% -$658K 1.89% 16
2025
Q3 		$29.3M Sell
758,644
-2,769
-0.4% -$103K 1.93% 17
2025
Q2 		$27.3M Buy
761,413
+4,360
+0.6% +$145K 1.98% 16
2025
Q1 		$25M Sell
757,053
-40,845
-5% -$1.42M 1.93% 17
2024
Q4 		$27.6M Sell
797,898
-27,813
-3% -$979K 2.17% 15
2024
Q3 		$28.3M Sell
825,711
-25,944
-3% -$857K 2.2% 13
2024
Q2 		$27.5M Sell
851,655
-38,775
-4% -$1.22M 2.26% 13
2024
Q1 		$28.4M Sell
890,430
-103,102
-10% -$3.11M 2.33% 12
2023
Q4 		$29M Sell
993,532
-92,519
-9% -$2.5M 2.52% 10
2023
Q3 		$28.5M Sell
1,086,051
-84,355
-7% -$2.3M 2.7% 10
2023
Q2 		$31.8M Sell
1,170,406
-60,210
-5% -$1.55M 2.95% 8
2023
Q1 		$31.4M Buy
1,230,616
+138,242
+13% +$3.5M 3.03% 8
2022
Q4 		$26.5M Buy
1,092,374
+437,530
+67% +$10.6M 2.7% 9
2022
Q3 		$14.6M Buy
654,844
+240,995
+58% +$5.92M 1.61% 18
2022
Q2 		$9.64M Buy
413,849
+395,334
+2,135% +$10M 1.05% 27
2022
Q1 		$511K Buy
+18,515
New +$507K 0.05% 105

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

Phillips Financial Management's DFAC Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.8% in Q2 2026, selling an estimated $567K and leaving 707,528 shares worth $31.4M. The position accounts for 2.3% of the portfolio, ranked #13.

Phillips Financial Management first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $31.8M in Q2 2023. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Phillips Financial Management held 707,528 shares of Dimensional US Core Equity 2 ETF worth $31.4M as of Q2 2026.
  • Phillips Financial Management sold 13,253 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $567K.
  • Dimensional US Core Equity 2 ETF made up 2.3% of Phillips Financial Management's portfolio in Q2 2026, its #13 holding.
  • Phillips Financial Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Dimensional US Core Equity 2 ETF position peaked at $31.8M in Q2 2023.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.