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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Financial Group's DFAC Position: Q1 2026 in Review

Pinnacle Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.8% in Q1 2026, buying an estimated $401K and bringing the position to 552,476 shares worth $21.5M. The position accounts for 5.88% of the portfolio, ranked #3.

Pinnacle Financial Group first reported a position in DFAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.5M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Pinnacle Financial Group held 552,476 shares of Dimensional US Core Equity 2 ETF worth $21.5M as of Q1 2026.
Pinnacle Financial Group bought 9,945 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $401K.
Dimensional US Core Equity 2 ETF made up 5.88% of Pinnacle Financial Group's portfolio in Q1 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 17 quarters since.
Pinnacle Financial Group's Dimensional US Core Equity 2 ETF position peaked at $21.5M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.