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Roble Belko & Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Roble Belko & Company’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 		$287K Hold
6,477
– – 0.03% 113
2026
Q1 		$252K Hold
6,477
– – 0.03% 119
2025
Q4 		$256K Hold
6,477
– – 0.03% 109
2025
Q3 		$250K Hold
6,477
– – 0.03% 97
2025
Q2 		$232K Hold
6,477
– – 0.03% 105
2025
Q1 		$214K Hold
6,477
– – 0.03% 100
2024
Q4 		$224K Hold
6,477
– – 0.04% 101
2024
Q3 		$222K Hold
6,477
– – 0.04% 102
2024
Q2 		$209K Hold
6,477
– – 0.04% 102
2024
Q1 		$207K Hold
6,477
– – 0.04% 100
2023
Q4 		$189K Hold
6,477
– – 0.04% 93
2023
Q3 		$170K Hold
6,477
– – 0.03% 92
2023
Q2 		$176K Hold
6,477
– – 0.03% 93
2023
Q1 		$165K Hold
6,477
– – 0.03% 105
2022
Q4 		$157K Hold
6,477
– – 0.03% 104
2022
Q3 		$144K Hold
6,477
– – 0.04% 104
2022
Q2 		$151K Hold
6,477
– – 0.03% 105
2022
Q1 		$179K Hold
6,477
– – 0.03% 110
2021
Q4 		$188K Hold
6,477
– – 0.04% 107
2021
Q3 		$172K Hold
6,477
– – 0.04% 101
2021
Q2 		$175K Buy
+6,477
New +$172K 0.04% 108

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

Roble Belko & Company's DFAC Position: Q2 2026 in Review

Roble Belko & Company held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 6,477 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #113.

Roble Belko & Company 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.

  • Roble Belko & Company held 6,477 shares of Dimensional US Core Equity 2 ETF worth $287K as of Q2 2026.
  • Roble Belko & Company left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Roble Belko & Company's portfolio in Q2 2026, its #113 holding.
  • Roble Belko & Company 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 Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.