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Sanibel Captiva Trust Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sanibel Captiva Trust Company’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 		$1.5M Hold
38,593
– – 0.04% 206
2025
Q4 		$1.53M Hold
38,593
– – 0.04% 199
2025
Q3 		$1.49M Hold
38,593
– – 0.04% 200
2025
Q2 		$1.38M Hold
38,593
– – 0.04% 200
2025
Q1 		$1.27M Hold
38,593
– – 0.04% 206
2024
Q4 		$1.33M Hold
38,593
– – 0.04% 199
2024
Q3 		$1.32M Hold
38,593
– – 0.04% 200
2024
Q2 		$1.24M Buy
38,593
+32,154
+499% +$1.01M 0.04% 193
2024
Q1 		$206K Buy
+6,439
New +$194K 0.01% 351

Other funds holding DFAC

Mercer Global Advisors
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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

Sanibel Captiva Trust Company's DFAC Position: Q1 2026 in Review

Sanibel Captiva Trust Company held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 38,593 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #206.

Sanibel Captiva Trust Company first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sanibel Captiva Trust Company held 38,593 shares of Dimensional US Core Equity 2 ETF worth $1.5M as of Q1 2026.
  • Sanibel Captiva Trust Company left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #206 holding.
  • Sanibel Captiva Trust Company first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • Sanibel Captiva Trust Company's Dimensional US Core Equity 2 ETF position peaked at $1.53M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.