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

Rise 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 Q2	$1.46M	Buy	32,988 +82	+0.2%	+$3.51K	0.41%	23
2026 Q1	$1.29M	Buy	32,906 +82	+0.2%	+$3.3K	0.45%	21
2025 Q4	$1.3M	Buy	32,824 +76	+0.2%	+$2.97K	0.46%	19
2025 Q3	$1.26M	Buy	32,748 +90	+0.3%	+$3.36K	0.45%	20
2025 Q2	$1.17M	Buy	32,658 +98	+0.3%	+$3.27K	0.46%	20
2025 Q1	$1.07M	Buy	32,560 +80	+0.2%	+$2.78K	0.47%	19
2024 Q4	$1.12M	Buy	32,480 +91	+0.3%	+$3.21K	0.54%	17
2024 Q3	$1.11M	Buy	32,389 +90	+0.3%	+$2.97K	0.53%	18
2024 Q2	$1.04M	Buy	32,299 +97	+0.3%	+$3.06K	0.55%	17
2024 Q1	$1.03M	Buy	32,202 +65	+0.2%	+$1.96K	0.55%	17
2023 Q4	$939K	Buy	32,137 +115	+0.4%	+$3.11K	0.66%	14
2023 Q3	$839K	Buy	32,022 +116	+0.4%	+$3.17K	0.67%	15
2023 Q2	$866K	Buy	31,906 +111	+0.3%	+$2.86K	0.67%	20
2023 Q1	$810K	Buy	31,795 +77	+0.2%	+$1.95K	0.61%	20
2022 Q4	$770K	Buy	31,718 +164	+0.5%	+$3.99K	0.62%	21
2022 Q3	$702K	Buy	31,554 +119	+0.4%	+$2.92K	0.58%	23
2022 Q2	$732K	Buy	31,435 +118	+0.4%	+$2.99K	0.74%	23
2022 Q1	$864K	Buy	31,317 +70	+0.2%	+$1.92K	0.78%	23
2021 Q4	$905K	Buy	+31,247	New	+$882K	0.86%	20

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rise Advisors's DFAC Position: Q2 2026 in Review

Rise Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $3.51K and bringing the position to 32,988 shares worth $1.46M. The position accounts for 0.41% of the portfolio, ranked #23.

Rise Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Rise Advisors held 32,988 shares of Dimensional US Core Equity 2 ETF worth $1.46M as of Q2 2026.
Rise Advisors bought 82 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.51K.
Dimensional US Core Equity 2 ETF made up 0.41% of Rise Advisors's portfolio in Q2 2026, its #23 holding.
Rise Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.