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Porter White Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Porter White Investment 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
Q2 		$93.2M Sell
2,100,973
-338,671
-14% -$14.5M 35.88% 1
2026
Q1 		$94.8M Buy
2,439,644
+19,060
+0.8% +$768K 37.96% 1
2025
Q4 		$95.8M Sell
2,420,584
-16,587
-0.7% -$647K 39.3% 1
2025
Q3 		$94M Sell
2,437,171
-8,383
-0.3% -$313K 40.36% 1
2025
Q2 		$87.6M Sell
2,445,554
-93,737
-4% -$3.13M 40.81% 1
2025
Q1 		$83.7M Buy
2,539,291
+57,050
+2% +$1.98M 41.43% 1
2024
Q4 		$85.9M Sell
2,482,241
-31,340
-1% -$1.1M 43.55% 1
2024
Q3 		$86.2M Buy
2,513,581
+1,580
+0.1% +$52.2K 43.18% 1
2024
Q2 		$81M Sell
2,512,001
-22,653
-0.9% -$714K 43.41% 1
2024
Q1 		$81M Buy
2,534,654
+151,236
+6% +$4.57M 43.04% 1
2023
Q4 		$69.7M Buy
2,383,418
+173,790
+8% +$4.7M 43.4% 1
2023
Q3 		$57.9M Buy
2,209,628
+59,216
+3% +$1.62M 44.21% 1
2023
Q2 		$58.4M Buy
2,150,412
+5,876
+0.3% +$151K 46.2% 1
2023
Q1 		$54.6M Sell
2,144,536
-8,412
-0.4% -$213K 46.87% 1
2022
Q4 		$52.3M Buy
+2,152,948
New +$52.4M 46.29% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Porter White Investment Advisors's DFAC Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q2 2026, selling an estimated $14.5M and leaving 2,100,973 shares worth $93.2M. The position accounts for 35.88% of the portfolio, ranked #1.

Porter White Investment Advisors first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $95.8M in Q4 2025. 807 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Porter White Investment Advisors held 2,100,973 shares of Dimensional US Core Equity 2 ETF worth $93.2M as of Q2 2026.
  • Porter White Investment Advisors sold 338,671 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $14.5M.
  • Dimensional US Core Equity 2 ETF made up 35.88% of Porter White Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Porter White Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Porter White Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $95.8M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.