Retirement Solution’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Retirement Solution’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	$26.7M	Buy	687,039 +64,196	+10%	+$2.59M	6.32%	4
2025 Q4	$24.7M	Buy	622,843 +46,920	+8%	+$1.83M	5.46%	4
2025 Q3	$22.2M	Buy	575,923 +12,349	+2%	+$461K	5.3%	4
2025 Q2	$20.2M	Buy	563,574 +60,690	+12%	+$2.02M	5.16%	4
2025 Q1	$16.6M	Buy	502,884 +74,137	+17%	+$2.57M	4.71%	5
2024 Q4	$14.8M	Buy	428,747 +33,719	+9%	+$1.19M	3.88%	5
2024 Q3	$13.5M	Buy	395,028 +23,332	+6%	+$771K	3.29%	7
2024 Q2	$12M	Buy	371,696 +31,164	+9%	+$983K	3.22%	7
2024 Q1	$10.9M	Buy	340,532 +13,374	+4%	+$404K	2.95%	7
2023 Q4	$9.56M	Buy	327,158 +58,333	+22%	+$1.58M	2.83%	6
2023 Q3	$7.04M	Buy	268,825 +145,594	+118%	+$3.97M	2.32%	6
2023 Q2	$3.35M	Buy	123,231 +4,147	+3%	+$107K	1.08%	13
2023 Q1	$3.03M	Buy	+119,084	New	+$3.02M	1.07%	13

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Retirement Solution's DFAC Position: Q1 2026 in Review

Retirement Solution increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q1 2026, buying an estimated $2.59M and bringing the position to 687,039 shares worth $26.7M. The position accounts for 6.32% of the portfolio, ranked #4.

Retirement Solution first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Retirement Solution held 687,039 shares of Dimensional US Core Equity 2 ETF worth $26.7M as of Q1 2026.
Retirement Solution bought 64,196 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.59M.
Dimensional US Core Equity 2 ETF made up 6.32% of Retirement Solution's portfolio in Q1 2026, its #4 holding.
Retirement Solution first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.