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Roundview Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Roundview Capital’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 		$1.89M Buy
42,515
+104
+0.2% +$4.45K 0.1% 166
2026
Q1 		$1.65M Buy
42,411
+107
+0.3% +$4.31K 0.1% 170
2025
Q4 		$1.67M Buy
42,304
+98
+0.2% +$3.83K 0.1% 173
2025
Q3 		$1.63M Buy
42,206
+116
+0.3% +$4.33K 0.1% 175
2025
Q2 		$1.51M Buy
42,090
+126
+0.3% +$4.2K 0.1% 177
2025
Q1 		$1.38M Buy
+41,964
New +$1.46M 0.1% 176

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Roundview Capital's DFAC Position: Q2 2026 in Review

Roundview Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $4.45K and bringing the position to 42,515 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #166.

Roundview Capital first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Roundview Capital held 42,515 shares of Dimensional US Core Equity 2 ETF worth $1.89M as of Q2 2026.
  • Roundview Capital bought 104 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.45K.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Roundview Capital's portfolio in Q2 2026, its #166 holding.
  • Roundview Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.