Raymond James Financial
DFAC icon

Raymond James Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Raymond James Financial’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 		$179M Buy
4,611,433
+55,020
+1% +$2.22M 0.06% 312
2025
Q4 		$180M Buy
4,556,413
+1,058,996
+30% +$41.3M 0.06% 296
2025
Q3 		$135M Buy
3,497,417
+121,554
+4% +$4.54M 0.04% 386
2025
Q2 		$121M Buy
3,375,863
+49,744
+1% +$1.66M 0.04% 406
2025
Q1 		$110M Sell
3,326,119
-206,948
-6% -$7.18M 0.04% 400
2024
Q4 		$122M Buy
+3,533,067
New +$124M 0.05% 368

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Raymond James Financial's DFAC Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q1 2026, buying an estimated $2.22M and bringing the position to 4,611,433 shares worth $179M. The position accounts for 0.06% of the portfolio, ranked #312.

Raymond James Financial first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $180M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Raymond James Financial held 4,611,433 shares of Dimensional US Core Equity 2 ETF worth $179M as of Q1 2026.
  • Raymond James Financial bought 55,020 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.22M.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Raymond James Financial's portfolio in Q1 2026, its #312 holding.
  • Raymond James Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Dimensional US Core Equity 2 ETF position peaked at $180M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.