Salomon & Ludwin’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Salomon & Ludwin’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	$294K	Hold	7,493	–	–	0.03%	148
2025 Q4	$301K	Hold	7,493	–	–	0.03%	142
2025 Q3	$291K	Buy	+7,493	New	+$280K	0.03%	139
2025 Q1	–	Sell	-161	Closed	-$5.57K	–	716
2024 Q4	$5.57K	Hold	161	–	–	﹤0.01%	501
2024 Q3	$5.52K	Sell	161 -86	-35%	-$2.84K	﹤0.01%	517
2024 Q2	$7.96K	Hold	247	–	–	﹤0.01%	476
2024 Q1	$7.89K	Sell	247 -2,217	-90%	-$66.9K	﹤0.01%	580
2023 Q4	$64.6K	Hold	2,464	–	–	0.01%	278
2023 Q3	$64.6K	Buy	+2,464	New	+$67.3K	0.01%	278

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

Salomon & Ludwin's DFAC Position: Q1 2026 in Review

Salomon & Ludwin held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 7,493 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #148.

Salomon & Ludwin first reported a position in DFAC in Q3 2023 and has held it in 9 quarters since. The position peaked at $301K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Salomon & Ludwin held 7,493 shares of Dimensional US Core Equity 2 ETF worth $294K as of Q1 2026.
Salomon & Ludwin left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.03% of Salomon & Ludwin's portfolio in Q1 2026, its #148 holding.
Salomon & Ludwin first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 9 quarters since.
Salomon & Ludwin's Dimensional US Core Equity 2 ETF position peaked at $301K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.