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R.M. Davis Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

R.M. Davis Inc’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 		$1.46M Hold
32,958
– – 0.02% 136
2026
Q1 		$1.28M Sell
32,958
-32,636
-50% -$1.31M 0.02% 136
2025
Q4 		$2.6M Hold
65,594
– – 0.04% 103
2025
Q3 		$2.53M Hold
65,594
– – 0.04% 111
2025
Q2 		$2.35M Hold
65,594
– – 0.04% 115
2025
Q1 		$2.16M Sell
65,594
-32,960
-33% -$1.14M 0.04% 121
2024
Q4 		$3.41M Buy
+98,554
New +$3.47M 0.07% 103

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

R.M. Davis Inc's DFAC Position: Q2 2026 in Review

R.M. Davis Inc held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 32,958 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #136.

R.M. Davis Inc first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • R.M. Davis Inc held 32,958 shares of Dimensional US Core Equity 2 ETF worth $1.46M as of Q2 2026.
  • R.M. Davis Inc left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.02% of R.M. Davis Inc's portfolio in Q2 2026, its #136 holding.
  • R.M. Davis Inc first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • R.M. Davis Inc's Dimensional US Core Equity 2 ETF position peaked at $3.41M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.