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

Physician Wealth Solutions’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	$1.38M	Sell	31,222 -40,524	-56%	-$1.73M	0.53%	26
2026 Q1	$2.79M	Sell	71,746 -98,529	-58%	-$3.97M	1.15%	21
2025 Q4	$6.74M	Sell	170,275 -36,484	-18%	-$1.42M	2.86%	14
2025 Q3	$7.97M	Buy	206,759 +1,165	+0.6%	+$43.5K	3.48%	11
2025 Q2	$7.37M	Buy	205,594 +8,990	+5%	+$300K	3.42%	12
2025 Q1	$6.49M	Sell	196,604 -17,376	-8%	-$603K	3.26%	13
2024 Q4	$7.4M	Sell	213,980 -1,032	-0.5%	-$36.3K	3.71%	11
2024 Q3	$7.44M	Buy	215,012 +146,936	+216%	+$4.85M	3.71%	11
2024 Q2	$2.19M	Buy	68,076 +19,014	+39%	+$600K	1.57%	21
2024 Q1	$1.57M	Buy	49,062 +13,926	+40%	+$420K	1.32%	22
2023 Q4	$1.03M	Buy	+35,136	New	+$951K	1.03%	23

Other funds holding DFAC

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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

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

Physician Wealth Solutions reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 56% in Q2 2026, selling an estimated $1.73M and leaving 31,222 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #26.

Physician Wealth Solutions first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.97M in Q3 2025. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Physician Wealth Solutions held 31,222 shares of Dimensional US Core Equity 2 ETF worth $1.38M as of Q2 2026.
Physician Wealth Solutions sold 40,524 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.73M.
Dimensional US Core Equity 2 ETF made up 0.53% of Physician Wealth Solutions's portfolio in Q2 2026, its #26 holding.
Physician Wealth Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's Dimensional US Core Equity 2 ETF position peaked at $7.97M in Q3 2025.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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