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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
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 $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

Roundview Capital's DFAC Position: Q1 2026 in Review

Roundview Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, buying an estimated $4.31K and bringing the position to 42,411 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #170.

Roundview Capital first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Roundview Capital held 42,411 shares of Dimensional US Core Equity 2 ETF worth $1.65M as of Q1 2026.
  • Roundview Capital bought 107 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.31K.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Roundview Capital's portfolio in Q1 2026, its #170 holding.
  • Roundview Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Roundview Capital's Dimensional US Core Equity 2 ETF position peaked at $1.67M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.