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Regal Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Regal Investment 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
Q1 		$412K Hold
10,600
– – 0.02% 470
2025
Q4 		$420K Hold
10,600
– – 0.03% 454
2025
Q3 		$409K Hold
10,600
– – 0.03% 417
2025
Q2 		$380K Hold
10,600
– – 0.03% 386
2025
Q1 		$350K Hold
10,600
– – 0.03% 376
2024
Q4 		$367K Hold
10,600
– – 0.03% 371
2024
Q3 		$363K Hold
10,600
– – 0.03% 405
2024
Q2 		$342K Hold
10,600
– – 0.02% 428
2024
Q1 		$339K Hold
10,600
– – 0.02% 434
2023
Q4 		$310K Hold
10,600
– – 0.02% 414
2023
Q3 		$278K Hold
10,600
– – 0.02% 406
2023
Q2 		$288K Sell
10,600
-869
-8% -$22.4K 0.02% 402
2023
Q1 		$292K Hold
11,469
– – 0.03% 398
2022
Q4 		$278K Hold
11,469
– – 0.03% 393
2022
Q3 		$255K Hold
11,469
– – 0.03% 396
2022
Q2 		$267K Hold
11,469
– – 0.03% 396
2022
Q1 		$316K Hold
11,469
– – 0.03% 391
2021
Q4 		$332K Hold
11,469
– – 0.03% 404
2021
Q3 		$305K Hold
11,469
– – 0.03% 422
2021
Q2 		$309K Buy
+11,469
New +$305K 0.03% 415

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

Regal Investment Advisors's DFAC Position: Q1 2026 in Review

Regal Investment Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 10,600 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #470.

Regal Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $420K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Regal Investment Advisors held 10,600 shares of Dimensional US Core Equity 2 ETF worth $412K as of Q1 2026.
  • Regal Investment Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #470 holding.
  • Regal Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Regal Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $420K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.