Root Financial Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Root Financial Partners’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	$17.1M	Buy	439,940 +13,352	+3%	+$538K	0.79%	19
2025 Q4	$16.9M	Sell	426,588 -84,461	-17%	-$3.3M	0.86%	20
2025 Q3	$19.7M	Buy	511,049 +202,748	+66%	+$7.57M	1.21%	19
2025 Q2	$11M	Sell	308,301 -436,396	-59%	-$14.6M	1.07%	20
2025 Q1	$24.6M	Sell	744,697 -32,885	-4%	-$1.14M	2.62%	11
2024 Q4	$26.9M	Sell	777,582 -29,370	-4%	-$1.03M	3.33%	8
2024 Q3	$27.7M	Buy	806,952 +60,454	+8%	+$2M	4.43%	7
2024 Q2	$24.1M	Buy	746,498 +23,331	+3%	+$736K	5.63%	6
2024 Q1	$23.1M	Sell	723,167 -32,233	-4%	-$973K	6.85%	5
2023 Q4	$22.1M	Buy	755,400 +7,678	+1%	+$208K	8.29%	4
2023 Q3	$19.6M	Sell	747,722 -32,137	-4%	-$877K	10.37%	3
2023 Q2	$21.2M	Buy	779,859 +66,010	+9%	+$1.7M	12.6%	3
2023 Q1	$18.2M	Buy	+713,849	New	+$18.1M	12.97%	3

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Root Financial Partners's DFAC Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q1 2026, buying an estimated $538K and bringing the position to 439,940 shares worth $17.1M. The position accounts for 0.79% of the portfolio, ranked #19.

Root Financial Partners first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.7M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Root Financial Partners held 439,940 shares of Dimensional US Core Equity 2 ETF worth $17.1M as of Q1 2026.
Root Financial Partners bought 13,352 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $538K.
Dimensional US Core Equity 2 ETF made up 0.79% of Root Financial Partners's portfolio in Q1 2026, its #19 holding.
Root Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Dimensional US Core Equity 2 ETF position peaked at $27.7M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.