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Samalin Investment Counsel’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Samalin Investment Counsel’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 		$3.37M Buy
86,836
+3,949
+5% +$159K 1.2% 15
2025
Q4 		$3.28M Buy
82,887
+3,349
+4% +$131K 1.16% 15
2025
Q3 		$3.07M Sell
79,538
-1,156
-1% -$43.1K 1.06% 16
2025
Q2 		$2.89M Buy
80,694
+9,190
+13% +$307K 1.11% 13
2025
Q1 		$2.36M Sell
71,504
-46,033
-39% -$1.6M 0.96% 19
2024
Q4 		$4.07M Sell
117,537
-21,666
-16% -$763K 1.74% 6
2024
Q3 		$4.77M Sell
139,203
-2,619
-2% -$86.5K 2.08% 4
2024
Q2 		$4.57M Sell
141,822
-655
-0.5% -$20.7K 2.14% 4
2024
Q1 		$4.55M Buy
142,477
+4,405
+3% +$133K 2.17% 3
2023
Q4 		$4.04M Buy
138,072
+5,669
+4% +$153K 2.04% 4
2023
Q3 		$3.47M Buy
132,403
+22,474
+20% +$613K 1.99% 3
2023
Q2 		$2.98M Buy
109,929
+3,370
+3% +$86.9K 1.61% 8
2023
Q1 		$2.72M Buy
106,559
+5,130
+5% +$130K 1.64% 8
2022
Q4 		$2.46M Buy
101,429
+49,686
+96% +$1.21M 1.56% 7
2022
Q3 		$1.15M Buy
+51,743
New +$1.27M 0.84% 33
2021
Q3 		– Sell
-14,715
Closed -$397K – 243
2021
Q2 		$397K Buy
+14,715
New +$391K 0.26% 132

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

Samalin Investment Counsel's DFAC Position: Q1 2026 in Review

Samalin Investment Counsel increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.8% in Q1 2026, buying an estimated $159K and bringing the position to 86,836 shares worth $3.37M. The position accounts for 1.2% of the portfolio, ranked #15.

Samalin Investment Counsel first reported a position in DFAC in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.77M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Samalin Investment Counsel held 86,836 shares of Dimensional US Core Equity 2 ETF worth $3.37M as of Q1 2026.
  • Samalin Investment Counsel bought 3,949 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $159K.
  • Dimensional US Core Equity 2 ETF made up 1.2% of Samalin Investment Counsel's portfolio in Q1 2026, its #15 holding.
  • Samalin Investment Counsel first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 16 quarters since.
  • Samalin Investment Counsel's Dimensional US Core Equity 2 ETF position peaked at $4.77M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.