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

Robertson Stephens 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 		$32.4M Buy
729,808
+8,048
+1% +$344K 0.8% 26
2026
Q1 		$28M Sell
721,760
-2,920
-0.4% -$118K 0.79% 25
2025
Q4 		$28.7M Sell
724,680
-5,403
-0.7% -$211K 0.75% 25
2025
Q3 		$28.2M Sell
730,083
-31,827
-4% -$1.19M 0.85% 22
2025
Q2 		$27.3M Sell
761,910
-7,985
-1% -$266K 0.87% 22
2025
Q1 		$25.4M Sell
769,895
-680
-0.1% -$23.6K 0.87% 23
2024
Q4 		$26.7M Sell
770,575
-11,906
-2% -$419K 0.94% 21
2024
Q3 		$26.8M Sell
782,481
-8,335
-1% -$275K 0.97% 23
2024
Q2 		$25.5M Sell
790,816
-73,007
-8% -$2.3M 1.28% 18
2024
Q1 		$27.6M Sell
863,823
-4,569
-0.5% -$138K 1.46% 16
2023
Q4 		$25.4M Sell
868,392
-946
-0.1% -$25.6K 1.54% 15
2023
Q3 		$22.8M Buy
869,338
+654,155
+304% +$17.9M 1.54% 13
2023
Q2 		$5.84M Hold
215,183
– – 0.41% 52
2023
Q1 		$5.48M Hold
215,183
– – 0.42% 46
2022
Q4 		$5.22M Sell
215,183
-1,966
-0.9% -$47.8K 0.51% 46
2022
Q3 		$4.83M Hold
217,149
– – 0.5% 41
2022
Q2 		$5.06M Sell
217,149
-3,789
-2% -$95.9K 0.48% 42
2022
Q1 		$6.09M Hold
220,938
– – 0.51% 37
2021
Q4 		$6.4M Sell
220,938
-12
-0% -$339 0.54% 38
2021
Q3 		$5.87M Hold
220,950
– – 0.66% 37
2021
Q2 		$5.96M Buy
+220,950
New +$5.87M 0.72% 30

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
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

Robertson Stephens Wealth Management's DFAC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q2 2026, buying an estimated $344K and bringing the position to 729,808 shares worth $32.4M. The position accounts for 0.8% of the portfolio, ranked #26.

Robertson Stephens Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Robertson Stephens Wealth Management held 729,808 shares of Dimensional US Core Equity 2 ETF worth $32.4M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 8,048 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $344K.
  • Dimensional US Core Equity 2 ETF made up 0.8% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Robertson Stephens Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.