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Safeguard Investment Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Safeguard Investment Advisory Group’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 		$85.5M Sell
1,926,531
-96,055
-5% -$4.11M 19.73% 1
2026
Q1 		$78.6M Sell
2,022,586
-158,356
-7% -$6.38M 21.71% 1
2025
Q4 		$86.3M Sell
2,180,942
-113,549
-5% -$4.43M 22.09% 1
2025
Q3 		$88.5M Sell
2,294,491
-192,076
-8% -$7.17M 21.96% 1
2025
Q2 		$89.1M Sell
2,486,567
-75,474
-3% -$2.52M 22.24% 1
2025
Q1 		$84.5M Sell
2,562,041
-12,430
-0.5% -$431K 22.97% 1
2024
Q4 		$89.1M Buy
2,574,471
+41,370
+2% +$1.46M 24.43% 1
2024
Q3 		$86.9M Buy
2,533,101
+101,760
+4% +$3.36M 24.77% 1
2024
Q2 		$78.4M Buy
2,431,341
+168,031
+7% +$5.3M 24.36% 1
2024
Q1 		$72.3M Buy
2,263,310
+153,070
+7% +$4.62M 24.54% 1
2023
Q4 		$61.7M Buy
2,110,240
+134,915
+7% +$3.65M 23.23% 1
2023
Q3 		$51.8M Buy
1,975,325
+167,323
+9% +$4.57M 22.53% 1
2023
Q2 		$49.1M Buy
1,808,002
+322,530
+22% +$8.31M 20.92% 1
2023
Q1 		$37.8M Buy
1,485,472
+1,238,023
+500% +$31.4M 18.21% 1
2022
Q4 		$6.01M Buy
247,449
+25,195
+11% +$613K 3.7% 5
2022
Q3 		$4.94M Sell
222,254
-13,472
-6% -$331K 3.38% 6
2022
Q2 		$6.5M Buy
+235,726
New +$5.97M 4% 6
2022
Q1 		– Sell
-237,501
Closed -$6.88M – 89
2021
Q4 		$6.88M Buy
237,501
+854
+0.4% +$24.1K 4.01% 6
2021
Q3 		$6.29M Buy
236,647
+4,901
+2% +$133K 4.07% 6
2021
Q2 		$6.25M Buy
+231,746
New +$6.16M 4.45% 4

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

Safeguard Investment Advisory Group's DFAC Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.7% in Q2 2026, selling an estimated $4.11M and leaving 1,926,531 shares worth $85.5M. The position accounts for 19.73% of the portfolio, ranked #1.

Safeguard Investment Advisory Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $89.1M in Q2 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,926,531 shares of Dimensional US Core Equity 2 ETF worth $85.5M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 96,055 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.11M.
  • Dimensional US Core Equity 2 ETF made up 19.73% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Safeguard Investment Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $89.1M in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.