Sage Mountain Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sage Mountain Advisors’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	$2.51M	Hold	64,523	–	–	0.18%	55
2025 Q4	$2.55M	Hold	64,523	–	–	0.14%	81
2025 Q3	$2.49M	Hold	64,523	–	–	0.14%	78
2025 Q2	$2.31M	Hold	64,523	–	–	0.15%	71
2025 Q1	$2.13M	Hold	64,523	–	–	0.16%	71
2024 Q4	$2.23M	Hold	64,523	–	–	0.16%	71
2024 Q3	$2.21M	Buy	64,523 +37,815	+142%	+$1.25M	0.19%	64
2024 Q2	$861K	Hold	26,708	–	–	0.08%	109
2024 Q1	$853K	Sell	26,708 -4,511	-14%	-$136K	0.09%	106
2023 Q4	$913K	Hold	31,219	–	–	0.11%	86
2023 Q3	$818K	Hold	31,219	–	–	0.11%	80
2023 Q2	$848K	Hold	31,219	–	–	0.12%	78
2023 Q1	$795K	Hold	31,219	–	–	0.13%	71
2022 Q4	$758K	Hold	31,219	–	–	0.17%	53
2022 Q3	$694K	Hold	31,219	–	–	0.18%	47
2022 Q2	$727K	Hold	31,219	–	–	0.13%	142
2022 Q1	$861K	Hold	31,219	–	–	0.13%	137
2021 Q4	$904K	Sell	31,219 -2,430	-7%	-$68.6K	0.11%	164
2021 Q3	$894K	Hold	33,649	–	–	0.13%	147
2021 Q2	$908K	Buy	+33,649	New	+$894K	0.15%	136

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sage Mountain Advisors's DFAC Position: Q1 2026 in Review

Sage Mountain Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 64,523 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #55.

Sage Mountain Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.55M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Sage Mountain Advisors held 64,523 shares of Dimensional US Core Equity 2 ETF worth $2.51M as of Q1 2026.
Sage Mountain Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.18% of Sage Mountain Advisors's portfolio in Q1 2026, its #55 holding.
Sage Mountain Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Sage Mountain Advisors's Dimensional US Core Equity 2 ETF position peaked at $2.55M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.