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

Pinnacle Family 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
Q1 		$259K Buy
6,659
+469
+8% +$18.9K 0.12% 120
2025
Q4 		$245K Buy
6,190
+47
+0.8% +$1.83K 0.11% 125
2025
Q3 		$237K Buy
6,143
+25
+0.4% +$933 0.1% 112
2025
Q2 		$219K Buy
+6,118
New +$204K 0.11% 119

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Pinnacle Family Advisors's DFAC Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.6% in Q1 2026, buying an estimated $18.9K and bringing the position to 6,659 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #120.

Pinnacle Family Advisors first reported a position in DFAC in Q2 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Pinnacle Family Advisors held 6,659 shares of Dimensional US Core Equity 2 ETF worth $259K as of Q1 2026.
  • Pinnacle Family Advisors bought 469 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $18.9K.
  • Dimensional US Core Equity 2 ETF made up 0.12% of Pinnacle Family Advisors's portfolio in Q1 2026, its #120 holding.
  • Pinnacle Family Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.