Rialto Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Rialto Wealth 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	$2.36M	Buy	60,687 +8,825	+17%	+$356K	0.53%	43
2025 Q4	$2.05M	Buy	51,862 +17,827	+52%	+$696K	0.49%	45
2025 Q3	$1.31M	Buy	34,035 +1,747	+5%	+$65.2K	0.34%	57
2025 Q2	$1.16M	Sell	32,288 -36	-0.1%	-$1.2K	0.32%	66
2025 Q1	$1.07M	Buy	32,324 +4,064	+14%	+$141K	0.33%	64
2024 Q4	$978K	Buy	+28,260	New	+$995K	0.32%	63

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 $7.07B 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 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

Rialto Wealth Management's DFAC Position: Q1 2026 in Review

Rialto Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 17% in Q1 2026, buying an estimated $356K and bringing the position to 60,687 shares worth $2.36M. The position accounts for 0.53% of the portfolio, ranked #43.

Rialto Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Rialto Wealth Management held 60,687 shares of Dimensional US Core Equity 2 ETF worth $2.36M as of Q1 2026.
Rialto Wealth Management bought 8,825 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $356K.
Dimensional US Core Equity 2 ETF made up 0.53% of Rialto Wealth Management's portfolio in Q1 2026, its #43 holding.
Rialto Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.