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

Riverchase 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	$17M	Sell	384,140 -15,935	-4%	-$682K	7.94%	6
2026 Q1	$15.5M	Sell	400,075 -19,330	-5%	-$779K	8.1%	6
2025 Q4	$16.6M	Sell	419,405 -3,536	-0.8%	-$138K	9.02%	3
2025 Q3	$16.3M	Sell	422,941 -59,265	-12%	-$2.21M	9.24%	3
2025 Q2	$17.3M	Buy	482,206 +5,178	+1%	+$173K	10.96%	1
2025 Q1	$15.7M	Sell	477,028 -264,778	-36%	-$9.19M	11.02%	1
2024 Q4	$25.7M	Buy	+741,806	New	+$26.1M	19.19%	1

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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

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

Riverchase Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4% in Q2 2026, selling an estimated $682K and leaving 384,140 shares worth $17M. The position accounts for 7.94% of the portfolio, ranked #6.

Riverchase Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.7M in Q4 2024. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Riverchase Wealth Management held 384,140 shares of Dimensional US Core Equity 2 ETF worth $17M as of Q2 2026.
Riverchase Wealth Management sold 15,935 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $682K.
Dimensional US Core Equity 2 ETF made up 7.94% of Riverchase Wealth Management's portfolio in Q2 2026, its #6 holding.
Riverchase Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Riverchase Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $25.7M in Q4 2024.
444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.