Quantum Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Quantum Financial 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	$1.57M	Hold	35,487	–	–	0.16%	64
2026 Q1	$1.38M	Hold	35,487	–	–	0.15%	59
2025 Q4	$1.4M	Hold	35,487	–	–	0.16%	65
2025 Q3	$1.37M	Buy	35,487 +4	+0%	+$149	0.17%	64
2025 Q2	$1.27M	Buy	35,483 +7,703	+28%	+$257K	0.17%	64
2025 Q1	$916K	Hold	27,780	–	–	0.14%	71
2024 Q4	$961K	Sell	27,780 -6	-0%	-$211	0.15%	63
2024 Q3	$953K	Hold	27,786	–	–	0.15%	67
2024 Q2	$896K	Hold	27,786	–	–	0.16%	64
2024 Q1	$888K	Hold	27,786	–	–	0.16%	65
2023 Q4	$812K	Buy	27,786 +15	+0.1%	+$406	0.2%	36
2023 Q3	$728K	Hold	27,771	–	–	0.21%	37
2023 Q2	$754K	Hold	27,771	–	–	0.22%	29
2023 Q1	$708K	Hold	27,771	–	–	0.22%	30
2022 Q4	$674K	Hold	27,771	–	–	0.3%	25
2022 Q3	$618K	Hold	27,771	–	–	0.27%	28
2022 Q2	$718K	Buy	+27,771	New	+$703K	0.27%	28

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Quantum Financial Advisors's DFAC Position: Q2 2026 in Review

Quantum Financial Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 35,487 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #64.

Quantum Financial Advisors first reported a position in DFAC in Q2 2022 and has held it in 17 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Quantum Financial Advisors held 35,487 shares of Dimensional US Core Equity 2 ETF worth $1.57M as of Q2 2026.
Quantum Financial Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.16% of Quantum Financial Advisors's portfolio in Q2 2026, its #64 holding.
Quantum Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.