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Poinciana Advisors Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Poinciana Advisors 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 		$8.81M Buy
226,646
+2,400
+1% +$96.7K 6.95% 3
2025
Q4 		$8.88M Sell
224,246
-1,077
-0.5% -$42K 7% 2
2025
Q3 		$8.69M Sell
225,323
-13,465
-6% -$502K 7.34% 3
2025
Q2 		$8.56M Sell
238,788
-3,369
-1% -$112K 7.72% 2
2025
Q1 		$7.99M Sell
242,157
-3,055
-1% -$106K 8.28% 2
2024
Q4 		$8.48M Buy
+245,212
New +$8.64M 8.6% 2

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

Poinciana Advisors Group's DFAC Position: Q1 2026 in Review

Poinciana Advisors Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, buying an estimated $96.7K and bringing the position to 226,646 shares worth $8.81M. The position accounts for 6.95% of the portfolio, ranked #3.

Poinciana Advisors Group first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.88M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Poinciana Advisors Group held 226,646 shares of Dimensional US Core Equity 2 ETF worth $8.81M as of Q1 2026.
  • Poinciana Advisors Group bought 2,400 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $96.7K.
  • Dimensional US Core Equity 2 ETF made up 6.95% of Poinciana Advisors Group's portfolio in Q1 2026, its #3 holding.
  • Poinciana Advisors Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Poinciana Advisors Group's Dimensional US Core Equity 2 ETF position peaked at $8.88M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.