Roehl & Yi Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Roehl & Yi Investment Advisors’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	$205K	Buy	+4,617	New	+$198K	0.07%	181

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Roehl & Yi Investment Advisors's DFAC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 4,617 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings.

1,212 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Roehl & Yi Investment Advisors held 4,617 shares of Dimensional US Core Equity 2 ETF worth $205K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.07% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #181 holding.
1,212 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.