RWM
DFAC icon

Ruedi Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ruedi Wealth Management’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 		$102M Buy
2,293,774
+3,639
+0.2% +$156K 23.87% 1
2026
Q1 		$89M Sell
2,290,135
-43,072
-2% -$1.74M 22.92% 1
2025
Q4 		$92.4M Buy
2,333,207
+171,339
+8% +$6.69M 24.21% 1
2025
Q3 		$83.4M Buy
2,161,868
+10,727
+0.5% +$400K 23.34% 1
2025
Q2 		$77.1M Buy
2,151,141
+21,925
+1% +$731K 22.87% 1
2025
Q1 		$70.2M Sell
2,129,216
-12,978
-0.6% -$451K 21.98% 1
2024
Q4 		$74.1M Sell
2,142,194
-11,976
-0.6% -$422K 23.39% 1
2024
Q3 		$73.9M Sell
2,154,170
-66,628
-3% -$2.2M 25.36% 1
2024
Q2 		$71.6M Sell
2,220,798
-60,986
-3% -$1.92M 28.19% 1
2024
Q1 		$72.9M Buy
2,281,784
+53,348
+2% +$1.61M 30.67% 1
2023
Q4 		$65.1M Buy
2,228,436
+130,488
+6% +$3.53M 30.73% 1
2023
Q3 		$55M Buy
2,097,948
+49,820
+2% +$1.36M 31.5% 1
2023
Q2 		$55.6M Buy
2,048,128
+87,940
+4% +$2.27M 32.69% 1
2023
Q1 		$49.9M Buy
1,960,188
+161,453
+9% +$4.09M 32.09% 1
2022
Q4 		$44.9M Buy
+1,798,735
New +$43.8M 31.66% 1

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

Ruedi Wealth Management's DFAC Position: Q2 2026 in Review

Ruedi Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.16% in Q2 2026, buying an estimated $156K and bringing the position to 2,293,774 shares worth $102M. The position accounts for 23.87% of the portfolio, ranked #1.

Ruedi Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ruedi Wealth Management held 2,293,774 shares of Dimensional US Core Equity 2 ETF worth $102M as of Q2 2026.
  • Ruedi Wealth Management bought 3,639 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $156K.
  • Dimensional US Core Equity 2 ETF made up 23.87% of Ruedi Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Ruedi Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.