Physician Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Physician Wealth 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	$6.04M	Sell	136,142 -2,684	-2%	-$115K	0.72%	29
2026 Q1	$5.39M	Sell	138,826 -872	-0.6%	-$35.1K	0.75%	29
2025 Q4	$5.53M	Sell	139,698 -5,127	-4%	-$200K	0.77%	29
2025 Q3	$5.59M	Sell	144,825 -7,402	-5%	-$276K	0.8%	28
2025 Q2	$5.46M	Buy	152,227 +278	+0.2%	+$9.27K	0.86%	29
2025 Q1	$5.01M	Buy	151,949 +128	+0.1%	+$4.44K	0.86%	29
2024 Q4	$5.25M	Sell	151,821 -4,854	-3%	-$171K	0.89%	26
2024 Q3	$5.44M	Sell	156,675 -32,568	-17%	-$1.08M	0.98%	28
2024 Q2	$6.41M	Sell	189,243 -1,570	-0.8%	-$49.5K	1.18%	23
2024 Q1	$5.8M	Sell	190,813 -98	-0.1%	-$2.96K	1.22%	21
2023 Q4	$5.61M	Sell	190,911 -923	-0.5%	-$25K	1.25%	20
2023 Q3	$5.04M	Sell	191,834 -224	-0.1%	-$6.11K	1.3%	18
2023 Q2	$5.22M	Buy	192,058 +291	+0.2%	+$7.5K	1.3%	21
2023 Q1	$4.92M	Buy	191,767 +265	+0.1%	+$6.71K	1.29%	21
2022 Q4	$4.89M	Buy	191,502 +18,190	+10%	+$442K	1.32%	20
2022 Q3	$4.09M	Buy	173,312 +336	+0.2%	+$8.25K	1.26%	19
2022 Q2	$4.38M	Sell	172,976 -114	-0.1%	-$2.89K	1.27%	17
2022 Q1	$4.59M	Buy	173,090 +1,572	+0.9%	+$43K	1.22%	17
2021 Q4	$4.91M	Sell	171,518 -9,282	-5%	-$262K	1.29%	20
2021 Q3	$4.99M	Buy	180,800 +1,242	+0.7%	+$33.7K	1.37%	19
2021 Q2	$4.81M	Buy	+179,558	New	+$4.77M	1.38%	19

Other funds holding DFAC

FFM

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

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Physician Wealth Advisors's DFAC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.9% in Q2 2026, selling an estimated $115K and leaving 136,142 shares worth $6.04M. The position accounts for 0.72% of the portfolio, ranked #29.

Physician Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.41M in Q2 2024. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Physician Wealth Advisors held 136,142 shares of Dimensional US Core Equity 2 ETF worth $6.04M as of Q2 2026.
Physician Wealth Advisors sold 2,684 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $115K.
Dimensional US Core Equity 2 ETF made up 0.72% of Physician Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Physician Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
Physician Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $6.41M in Q2 2024.
626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.