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Roan Capital Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Roan Capital 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
Q2 		$254K Hold
5,724
– – 0.21% 67
2026
Q1 		$222K Buy
+5,724
New +$231K 0.21% 68

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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Roan Capital Partners's DFAC Position: Q2 2026 in Review

Roan Capital Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 5,724 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #67.

Roan Capital Partners first reported a position in DFAC in Q1 2026 and has held it in 2 quarters since. 1,210 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Roan Capital Partners held 5,724 shares of Dimensional US Core Equity 2 ETF worth $254K as of Q2 2026.
  • Roan Capital Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.21% of Roan Capital Partners's portfolio in Q2 2026, its #67 holding.
  • Roan Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.