PVI
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Pine Valley Investments’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pine Valley Investments’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 		$407K Hold
9,173
– – 0.02% 433
2026
Q1 		$356K Hold
9,173
– – 0.02% 431
2025
Q4 		$363K Hold
9,173
– – 0.02% 414
2025
Q3 		$354K Sell
9,173
-1,082
-11% -$40.4K 0.02% 412
2025
Q2 		$368K Buy
10,255
+1,082
+12% +$36.1K 0.02% 388
2025
Q1 		$303K Hold
9,173
– – 0.02% 421
2024
Q4 		$317K Buy
+9,173
New +$323K 0.02% 416

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pine Valley Investments's DFAC Position: Q2 2026 in Review

Pine Valley Investments held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,173 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #433.

Pine Valley Investments first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pine Valley Investments held 9,173 shares of Dimensional US Core Equity 2 ETF worth $407K as of Q2 2026.
  • Pine Valley Investments left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #433 holding.
  • Pine Valley Investments first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.