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Rockbridge Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Rockbridge Investment 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
Q1 		$148M Buy
3,814,103
+285,292
+8% +$11.5M 13.32% 2
2025
Q4 		$140M Buy
3,528,811
+143,932
+4% +$5.62M 12.99% 2
2025
Q3 		$131M Buy
3,384,879
+94,956
+3% +$3.54M 12.89% 2
2025
Q2 		$118M Buy
3,289,923
+214,035
+7% +$7.14M 12.64% 2
2025
Q1 		$101M Buy
3,075,888
+915,289
+42% +$31.8M 12.01% 2
2024
Q4 		$74.7M Buy
2,160,599
+152,657
+8% +$5.38M 9.58% 2
2024
Q3 		$68.9M Buy
2,007,942
+1,077,699
+116% +$35.6M 8.92% 3
2024
Q2 		$30M Buy
930,243
+77,487
+9% +$2.44M 4.25% 6
2024
Q1 		$27.2M Buy
852,756
+77,455
+10% +$2.34M 3.99% 6
2023
Q4 		$22.7M Buy
775,301
+82,769
+12% +$2.24M 3.47% 7
2023
Q3 		$18.1M Buy
692,532
+35,732
+5% +$975K 3.21% 9
2023
Q2 		$17.8M Buy
656,800
+24,821
+4% +$640K 3.14% 9
2023
Q1 		$16.1M Buy
631,979
+176,235
+39% +$4.46M 2.97% 9
2022
Q4 		$11.1M Buy
455,744
+192,149
+73% +$4.67M 2.24% 11
2022
Q3 		$5.86M Buy
263,595
+148,681
+129% +$3.65M 1.38% 16
2022
Q2 		$2.68M Buy
114,914
+65,839
+134% +$1.67M 0.58% 30
2022
Q1 		$1.36M Buy
49,075
+48,055
+4,711% +$1.32M 0.21% 58
2021
Q4 		$30K Buy
+1,020
New +$28.8K ﹤0.01% 425

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rockbridge Investment Management's DFAC Position: Q1 2026 in Review

Rockbridge Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.1% in Q1 2026, buying an estimated $11.5M and bringing the position to 3,814,103 shares worth $148M. The position accounts for 13.32% of the portfolio, ranked #2.

Rockbridge Investment Management first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Rockbridge Investment Management held 3,814,103 shares of Dimensional US Core Equity 2 ETF worth $148M as of Q1 2026.
  • Rockbridge Investment Management bought 285,292 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $11.5M.
  • Dimensional US Core Equity 2 ETF made up 13.32% of Rockbridge Investment Management's portfolio in Q1 2026, its #2 holding.
  • Rockbridge Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.