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Rothschild Investment LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Rothschild Investment LLC’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 		$281K Sell
7,229
-251
-3% -$10.1K 0.01% 564
2025
Q4 		$296K Buy
7,480
+1,106
+17% +$43.2K 0.02% 498
2025
Q3 		$246K Hold
6,374
– – 0.01% 540
2025
Q2 		$228K Hold
6,374
– – 0.01% 478
2025
Q1 		$210K Hold
6,374
– – 0.01% 494
2024
Q4 		$220K Hold
6,374
– – 0.01% 481
2024
Q3 		$219K Hold
6,374
– – 0.01% 495
2024
Q2 		$205K Buy
+6,374
New +$201K 0.01% 493

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 $7.07B 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
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

Rothschild Investment LLC's DFAC Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.4% in Q1 2026, selling an estimated $10.1K and leaving 7,229 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #564.

Rothschild Investment LLC first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Rothschild Investment LLC held 7,229 shares of Dimensional US Core Equity 2 ETF worth $281K as of Q1 2026.
  • Rothschild Investment LLC sold 251 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $10.1K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #564 holding.
  • Rothschild Investment LLC first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Dimensional US Core Equity 2 ETF position peaked at $296K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.