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Prudent Man Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prudent Man Investment Management’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 		$94M Sell
2,373,152
-9,597
-0.4% -$411K 32.05% 1
2026
Q1 		$94.3M Sell
2,382,749
-1,134
-0% -$45.7K 31.74% 1
2025
Q4 		$94.4M Buy
2,383,883
+885,247
+59% +$34.6M 31.74% 1
2025
Q3 		$51.8M Sell
1,498,636
-646
-0% -$24.1K 28.78% 2
2025
Q2 		$51.9M Sell
1,499,282
-3,077
-0.2% -$103K 28.79% 2
2025
Q1 		$52M Hold
1,502,359
– – 28.79% 2
2024
Q4 		$52M Buy
+1,502,359
New +$52.9M 28.76% 2

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 22.94% 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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Prudent Man Investment Management's DFAC Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.4% in Q2 2026, selling an estimated $411K and leaving 2,373,152 shares worth $94M. The position accounts for 32.05% of the portfolio, ranked #1.

Prudent Man Investment Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.4M in Q4 2025. 667 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Prudent Man Investment Management held 2,373,152 shares of Dimensional US Core Equity 2 ETF worth $94M as of Q2 2026.
  • Prudent Man Investment Management sold 9,597 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $411K.
  • Dimensional US Core Equity 2 ETF made up 32.05% of Prudent Man Investment Management's portfolio in Q2 2026, its #1 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Core Equity 2 ETF position peaked at $94.4M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.