Principal Street Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Principal Street Partners’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	$267K	Sell	6,871 -3,386	-33%	-$136K	0.04%	189
2025 Q4	$406K	Hold	10,257	–	–	0.07%	145
2025 Q3	$396K	Sell	10,257 -10,257	-50%	-$383K	0.06%	159
2025 Q2	$735K	Buy	20,514 +10,257	+100%	+$342K	0.07%	153
2025 Q1	$338K	Hold	10,257	–	–	0.06%	162
2024 Q4	$355K	Buy	+10,257	New	+$361K	0.07%	147

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

Principal Street Partners's DFAC Position: Q1 2026 in Review

Principal Street Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 33% in Q1 2026, selling an estimated $136K and leaving 6,871 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #189.

Principal Street Partners first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $735K in Q2 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Principal Street Partners held 6,871 shares of Dimensional US Core Equity 2 ETF worth $267K as of Q1 2026.
Principal Street Partners sold 3,386 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $136K.
Dimensional US Core Equity 2 ETF made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #189 holding.
Principal Street Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Principal Street Partners's Dimensional US Core Equity 2 ETF position peaked at $735K in Q2 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.