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Sagespring Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sagespring Wealth Partners’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 		$204K Buy
+5,249
New +$211K ﹤0.01% 776
2025
Q3 		– Sell
-5,591
Closed -$200K – 739
2025
Q2 		$200K Sell
5,591
-7,932
-59% -$265K ﹤0.01% 693
2025
Q1 		$446K Buy
13,523
+7,529
+126% +$261K 0.01% 418
2024
Q4 		$207K Buy
+5,994
New +$211K 0.01% 583

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

Sagespring Wealth Partners's DFAC Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 5,249 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in DFAC as recently as Q2 2025.

Sagespring Wealth Partners first reported a position in DFAC in Q4 2024 and has held it in 4 quarters since. The position peaked at $446K in Q1 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sagespring Wealth Partners held 5,249 shares of Dimensional US Core Equity 2 ETF worth $204K as of Q1 2026.
  • Dimensional US Core Equity 2 ETF was a new Sagespring Wealth Partners position in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #776 holding.
  • Sagespring Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $446K in Q1 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.