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RAM Investment Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

RAM Investment Partners’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 		$120M Sell
2,710,018
-29,842
-1% -$1.28M 19.23% 1
2026
Q1 		$106M Buy
2,739,860
+8,080
+0.3% +$326K 18.7% 1
2025
Q4 		$108M Buy
2,731,780
+8,093
+0.3% +$316K 19.56% 1
2025
Q3 		$105M Buy
2,723,687
+24,549
+0.9% +$916K 19.71% 1
2025
Q2 		$96.7M Buy
2,699,138
+101,229
+4% +$3.38M 20.31% 1
2025
Q1 		$85.7M Sell
2,597,909
-44,275
-2% -$1.54M 21.16% 1
2024
Q4 		$91.4M Buy
2,642,184
+69,269
+3% +$2.44M 22.46% 1
2024
Q3 		$88.2M Buy
2,572,915
+130,625
+5% +$4.31M 22.97% 1
2024
Q2 		$78.7M Buy
2,442,290
+156,084
+7% +$4.92M 22.85% 1
2024
Q1 		$73M Buy
2,286,206
+88,707
+4% +$2.68M 22.97% 1
2023
Q4 		$64.2M Buy
2,197,499
+27,983
+1% +$757K 22.4% 1
2023
Q3 		$56.8M Buy
2,169,516
+134,800
+7% +$3.68M 24.04% 1
2023
Q2 		$55.2M Buy
2,034,716
+104,433
+5% +$2.69M 23.1% 1
2023
Q1 		$49.2M Buy
1,930,283
+218,353
+13% +$5.53M 26.48% 1
2022
Q4 		$41.6M Buy
+1,711,930
New +$41.6M 25.58% 1

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

RAM Investment Partners's DFAC Position: Q2 2026 in Review

RAM Investment Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q2 2026, selling an estimated $1.28M and leaving 2,710,018 shares worth $120M. The position accounts for 19.23% of the portfolio, ranked #1.

RAM Investment Partners first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,221 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • RAM Investment Partners held 2,710,018 shares of Dimensional US Core Equity 2 ETF worth $120M as of Q2 2026.
  • RAM Investment Partners sold 29,842 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.28M.
  • Dimensional US Core Equity 2 ETF made up 19.23% of RAM Investment Partners's portfolio in Q2 2026, its #1 holding.
  • RAM Investment Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.