PFG
DFAC icon

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

Pinnacle Financial Group’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 		$25.5M Buy
575,309
+22,833
+4% +$977K 6.23% 3
2026
Q1 		$21.5M Buy
552,476
+9,945
+2% +$401K 5.88% 3
2025
Q4 		$21.5M Buy
542,531
+6,478
+1% +$253K 6.23% 5
2025
Q3 		$20.7M Buy
536,053
+16,146
+3% +$603K 6.25% 5
2025
Q2 		$18.6M Buy
519,907
+4,686
+0.9% +$156K 6.24% 5
2025
Q1 		$17M Sell
515,221
-3,421
-0.7% -$119K 6.18% 5
2024
Q4 		$17.9M Buy
518,642
+7,496
+1% +$264K 7.03% 4
2024
Q3 		$17.5M Sell
511,146
-14,968
-3% -$494K 6.87% 5
2024
Q2 		$17M Buy
526,114
+14,964
+3% +$472K 7.25% 5
2024
Q1 		$16.3M Buy
511,150
+48,185
+10% +$1.45M 7.17% 5
2023
Q4 		$13.5M Buy
462,965
+25,668
+6% +$695K 6.93% 4
2023
Q3 		$11.5M Buy
437,297
+9,774
+2% +$267K 6.82% 4
2023
Q2 		$11.6M Buy
427,523
+20,881
+5% +$538K 6.59% 4
2023
Q1 		$10.4M Buy
406,642
+219,114
+117% +$5.55M 6.19% 4
2022
Q4 		$4.55M Buy
187,528
+40,192
+27% +$978K 3.22% 9
2022
Q3 		$3.28M Buy
147,336
+55,997
+61% +$1.37M 2.84% 11
2022
Q2 		$2.13M Buy
91,339
+54,215
+146% +$1.37M 1.81% 14
2022
Q1 		$1.02M Buy
+37,124
New +$1.02M 0.83% 23

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 Financial Group's DFAC Position: Q2 2026 in Review

Pinnacle Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.1% in Q2 2026, buying an estimated $977K and bringing the position to 575,309 shares worth $25.5M. The position accounts for 6.23% of the portfolio, ranked #3.

Pinnacle Financial Group first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Pinnacle Financial Group held 575,309 shares of Dimensional US Core Equity 2 ETF worth $25.5M as of Q2 2026.
  • Pinnacle Financial Group bought 22,833 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $977K.
  • Dimensional US Core Equity 2 ETF made up 6.23% of Pinnacle Financial Group's portfolio in Q2 2026, its #3 holding.
  • Pinnacle Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.