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Private Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Private Wealth Management 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 		$36.3M Sell
933,147
-1,389
-0.1% -$56K 9.52% 1
2025
Q4 		$37M Buy
934,536
+5,775
+0.6% +$225K 9.88% 1
2025
Q3 		$35.8M Buy
928,761
+3,489
+0.4% +$130K 9.86% 1
2025
Q2 		$33.2M Buy
925,272
+1,299
+0.1% +$43.3K 11.02% 1
2025
Q1 		$30.5M Buy
923,973
+4,908
+0.5% +$170K 11.25% 1
2024
Q4 		$31.8M Buy
919,065
+5,476
+0.6% +$193K 12.17% 1
2024
Q3 		$31.3M Buy
913,589
+10,667
+1% +$352K 12.37% 1
2024
Q2 		$29.1M Buy
902,922
+8,426
+0.9% +$266K 12.61% 1
2024
Q1 		$28.6M Buy
894,496
+113,340
+15% +$3.42M 12.95% 1
2023
Q4 		$22.8M Buy
+781,156
New +$21.1M 11.22% 1

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

Private Wealth Management Group's DFAC Position: Q1 2026 in Review

Private Wealth Management Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.15% in Q1 2026, selling an estimated $56K and leaving 933,147 shares worth $36.3M. The position accounts for 9.52% of the portfolio, ranked #1.

Private Wealth Management Group first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $37M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Private Wealth Management Group held 933,147 shares of Dimensional US Core Equity 2 ETF worth $36.3M as of Q1 2026.
  • Private Wealth Management Group sold 1,389 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $56K.
  • Dimensional US Core Equity 2 ETF made up 9.52% of Private Wealth Management Group's portfolio in Q1 2026, its #1 holding.
  • Private Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Dimensional US Core Equity 2 ETF position peaked at $37M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.