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Ridgecrest Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ridgecrest Wealth Partners’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 		$254K Hold
6,544
– – 0.14% 82
2025
Q4 		$259K Hold
6,544
– – 0.14% 84
2025
Q3 		$252K Hold
6,544
– – 0.11% 98
2025
Q2 		$235K Hold
6,544
– – 0.12% 99
2025
Q1 		$216K Hold
6,544
– – 0.11% 106
2024
Q4 		$226K Hold
6,544
– – 0.12% 96
2024
Q3 		$224K Hold
6,544
– – 0.12% 100
2024
Q2 		$211K Hold
6,544
– – 0.13% 93
2024
Q1 		$209K Buy
+6,544
New +$198K 0.12% 100

Other funds holding DFAC

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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

Ridgecrest Wealth Partners's DFAC Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 6,544 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #82.

Ridgecrest Wealth Partners first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $259K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Ridgecrest Wealth Partners held 6,544 shares of Dimensional US Core Equity 2 ETF worth $254K as of Q1 2026.
  • Ridgecrest Wealth Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Ridgecrest Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • Ridgecrest Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $259K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.