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

Rockwood 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 		$547M Buy
12,338,697
+261,034
+2% +$11.2M 34.59% 1
2026
Q1 		$469M Buy
12,077,663
+478,929
+4% +$19.3M 33.59% 1
2025
Q4 		$459M Buy
11,598,734
+576,648
+5% +$22.5M 34.24% 1
2025
Q3 		$425M Buy
11,022,086
+359,737
+3% +$13.4M 33.97% 1
2025
Q2 		$382M Buy
10,662,349
+497,242
+5% +$16.6M 33.62% 1
2025
Q1 		$335M Buy
10,165,107
+446,720
+5% +$15.5M 34.18% 1
2024
Q4 		$337M Buy
9,718,387
+373,115
+4% +$13.1M 36.35% 1
2024
Q3 		$320M Buy
9,345,272
+159,924
+2% +$5.28M 35.26% 1
2024
Q2 		$296M Buy
9,185,348
+248,822
+3% +$7.85M 36.06% 1
2024
Q1 		$286M Buy
8,936,526
+294,459
+3% +$8.89M 36.85% 1
2023
Q4 		$253M Sell
8,642,067
-65,839
-0.8% -$1.78M 37% 1
2023
Q3 		$228M Buy
8,707,906
+409,079
+5% +$11.2M 38.28% 1
2023
Q2 		$225M Buy
8,298,827
+668,134
+9% +$17.2M 38.66% 1
2023
Q1 		$194M Buy
7,630,693
+902,956
+13% +$22.9M 38.39% 1
2022
Q4 		$163M Buy
6,727,737
+886,584
+15% +$21.6M 38.14% 1
2022
Q3 		$130M Buy
5,841,153
+186,974
+3% +$4.59M 41.52% 1
2022
Q2 		$132M Buy
5,654,179
+325,307
+6% +$8.24M 61.7% 1
2022
Q1 		$147M Buy
5,328,872
+448,570
+9% +$12.3M 70.41% 1
2021
Q4 		$141M Buy
+4,880,302
New +$138M 62.77% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Rockwood Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q2 2026, buying an estimated $11.2M and bringing the position to 12,338,697 shares worth $547M. The position accounts for 34.59% of the portfolio, ranked #1.

Rockwood Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Rockwood Wealth Management held 12,338,697 shares of Dimensional US Core Equity 2 ETF worth $547M as of Q2 2026.
  • Rockwood Wealth Management bought 261,034 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11.2M.
  • Dimensional US Core Equity 2 ETF made up 34.59% of Rockwood Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Rockwood Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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