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Pinnacle Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pinnacle Associates’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 		$618K Buy
13,936
+15
+0.1% +$642 0.01% 640
2026
Q1 		$541K Sell
13,921
-687
-5% -$27.7K 0.01% 648
2025
Q4 		$578K Buy
14,608
+715
+5% +$27.9K 0.01% 621
2025
Q3 		$536K Buy
13,893
+8,047
+138% +$300K 0.01% 626
2025
Q2 		$210K Buy
+5,846
New +$195K ﹤0.01% 813
2025
Q1 		– Sell
-5,814
Closed -$201K – 834
2024
Q4 		$201K Buy
+5,814
New +$205K ﹤0.01% 805

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

Pinnacle Associates's DFAC Position: Q2 2026 in Review

Pinnacle Associates increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.11% in Q2 2026, buying an estimated $642 and bringing the position to 13,936 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #640.

Pinnacle Associates first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pinnacle Associates held 13,936 shares of Dimensional US Core Equity 2 ETF worth $618K as of Q2 2026.
  • Pinnacle Associates bought 15 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $642.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #640 holding.
  • Pinnacle Associates first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.