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

Quadrant Private Wealth 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 Q1	$869K	Hold	22,372	–	–	0.13%	133
2025 Q4	$886K	Hold	22,372	–	–	0.15%	122
2025 Q3	$863K	Hold	22,372	–	–	0.16%	116
2025 Q2	$802K	Hold	22,372	–	–	0.17%	114
2025 Q1	$738K	Hold	22,372	–	–	0.18%	106
2024 Q4	$774K	Hold	22,372	–	–	0.19%	110
2024 Q3	$767K	Hold	22,372	–	–	0.19%	109
2024 Q2	$721K	Hold	22,372	–	–	0.17%	116
2024 Q1	$715K	Hold	22,372	–	–	0.18%	108
2023 Q4	$654K	Hold	22,372	–	–	0.18%	109
2023 Q3	$586K	Hold	22,372	–	–	0.2%	101
2023 Q2	$607K	Hold	22,372	–	–	0.18%	114
2023 Q1	$570K	Hold	22,372	–	–	0.18%	115
2022 Q4	$543K	Buy	+22,372	New	+$544K	0.18%	122
2022 Q2	$521K	Sell	22,372 -600	-3%	-$15.2K	0.21%	102
2022 Q1	$634K	Sell	22,972 -12,187	-35%	-$334K	0.24%	94
2021 Q4	$1.02M	Sell	35,159 -13,185	-27%	-$372K	0.38%	67
2021 Q3	$1.28M	Buy	+48,344	New	+$1.31M	0.53%	49

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

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

Quadrant Private Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 22,372 shares worth $869K. The position accounts for 0.13% of the portfolio, ranked #133.

Quadrant Private Wealth Management first reported a position in DFAC in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Quadrant Private Wealth Management held 22,372 shares of Dimensional US Core Equity 2 ETF worth $869K as of Q1 2026.
Quadrant Private Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.13% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #133 holding.
Quadrant Private Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 18 quarters since.
Quadrant Private Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.28M in Q3 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.