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Ridgewood Investments’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ridgewood Investments’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 		$203K Buy
+5,213
New +$210K 0.08% 206
2025
Q3 		$201K Hold
5,213
– – 0.08% 202
2025
Q2 		$187K Hold
5,213
– – 0.08% 201
2025
Q1 		$172K Hold
5,213
– – 0.08% 194
2024
Q4 		$180K Hold
5,213
– – 0.09% 181
2024
Q3 		$179K Hold
5,213
– – 0.09% 183
2024
Q2 		$168K Buy
+5,213
New +$164K 0.08% 188
2023
Q3 		– Sell
-5,213
Closed -$142K – 311
2023
Q2 		$142K Hold
5,213
– – 0.08% 206
2023
Q1 		$133K Buy
+5,213
New +$132K 0.08% 225

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

Ridgewood Investments's DFAC Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 5,213 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #206 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in DFAC as recently as Q3 2025.

Ridgewood Investments first reported a position in DFAC in Q1 2023 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Ridgewood Investments held 5,213 shares of Dimensional US Core Equity 2 ETF worth $203K as of Q1 2026.
  • Dimensional US Core Equity 2 ETF was a new Ridgewood Investments position in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Ridgewood Investments's portfolio in Q1 2026, its #206 holding.
  • Ridgewood Investments first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.