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Red Lighthouse Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Red Lighthouse Investment 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 		$41M Sell
1,055,204
-14,875
-1% -$599K 13.85% 2
2025
Q4 		$42.4M Sell
1,070,079
-10,794
-1% -$421K 15.16% 2
2025
Q3 		$41.7M Buy
1,080,873
+6,186
+0.6% +$231K 14.57% 2
2025
Q2 		$38.5M Sell
1,074,687
-22,794
-2% -$760K 14.72% 2
2025
Q1 		$35.1M Buy
1,097,481
+10,263
+0.9% +$356K 14.29% 2
2024
Q4 		$37.6M Sell
1,087,218
-8,633
-0.8% -$304K 14.88% 2
2024
Q3 		$37.6M Sell
1,095,851
-1,433
-0.1% -$47.3K 14.69% 2
2024
Q2 		$35.4M Sell
1,097,284
-197
-0% -$6.21K 14.82% 2
2024
Q1 		$35.1M Sell
1,097,481
-18,771
-2% -$567K 14.11% 2
2023
Q4 		$32.6M Sell
1,116,252
-6,619
-0.6% -$179K 13.68% 2
2023
Q3 		$29.4M Buy
1,122,871
+11,912
+1% +$325K 13.85% 2
2023
Q2 		$30.2M Sell
1,110,959
-5,089
-0.5% -$131K 13.78% 2
2023
Q1 		$28.4M Sell
1,116,048
-26,623
-2% -$674K 13.76% 2
2022
Q4 		$27.7M Buy
+1,142,671
New +$27.8M 13.99% 1

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

Red Lighthouse Investment Management's DFAC Position: Q1 2026 in Review

Red Lighthouse Investment Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.4% in Q1 2026, selling an estimated $599K and leaving 1,055,204 shares worth $41M. The position accounts for 13.85% of the portfolio, ranked #2.

Red Lighthouse Investment Management first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $42.4M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Red Lighthouse Investment Management held 1,055,204 shares of Dimensional US Core Equity 2 ETF worth $41M as of Q1 2026.
  • Red Lighthouse Investment Management sold 14,875 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $599K.
  • Dimensional US Core Equity 2 ETF made up 13.85% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #2 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • Red Lighthouse Investment Management's Dimensional US Core Equity 2 ETF position peaked at $42.4M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.