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

Riverbend 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 Q2	$2.18M	Buy	49,135 +1,614	+3%	+$69.1K	1.09%	25
2026 Q1	$1.85M	Buy	47,521 +1,733	+4%	+$69.8K	1.06%	24
2025 Q4	$1.81M	Buy	45,788 +15,049	+49%	+$587K	1.13%	25
2025 Q3	$1.19M	Buy	30,739 +3,253	+12%	+$121K	0.83%	36
2025 Q2	$985K	Buy	27,486 +8,642	+46%	+$288K	0.75%	39
2025 Q1	$622K	Sell	18,844 -11,834	-39%	-$411K	0.56%	51
2024 Q4	$1.06M	Buy	+30,678	New	+$1.08M	0.95%	29

Other funds holding DFAC

FFM

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

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

RWM

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Riverbend Wealth Management's DFAC Position: Q2 2026 in Review

Riverbend Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.4% in Q2 2026, buying an estimated $69.1K and bringing the position to 49,135 shares worth $2.18M. The position accounts for 1.09% of the portfolio, ranked #25.

Riverbend Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Riverbend Wealth Management held 49,135 shares of Dimensional US Core Equity 2 ETF worth $2.18M as of Q2 2026.
Riverbend Wealth Management bought 1,614 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $69.1K.
Dimensional US Core Equity 2 ETF made up 1.09% of Riverbend Wealth Management's portfolio in Q2 2026, its #25 holding.
Riverbend Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
630 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.