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Sard Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sard Wealth Management Group’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
Q2 		$907K Sell
20,449
-177
-0.9% -$7.57K 0.43% 26
2026
Q1 		$802K Buy
20,626
+53
+0.3% +$2.13K 0.44% 24
2025
Q4 		$815K Buy
20,573
+47
+0.2% +$1.83K 0.45% 23
2025
Q3 		$792K Buy
20,526
+57
+0.3% +$2.13K 0.45% 22
2025
Q2 		$734K Buy
20,469
+61
+0.3% +$2.04K 0.45% 22
2025
Q1 		$673K Buy
20,408
+50
+0.2% +$1.74K 0.45% 22
2024
Q4 		$704K Buy
20,358
+59
+0.3% +$2.08K 0.47% 21
2024
Q3 		$696K Buy
20,299
+56
+0.3% +$1.85K 0.46% 20
2024
Q2 		$653K Sell
20,243
-3,232
-14% -$102K 0.46% 20
2024
Q1 		$750K Sell
23,475
-4,687
-17% -$141K 0.68% 21
2023
Q4 		$823K Buy
+28,162
New +$762K 0.83% 19

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sard Wealth Management Group's DFAC Position: Q2 2026 in Review

Sard Wealth Management Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.86% in Q2 2026, selling an estimated $7.57K and leaving 20,449 shares worth $907K. The position accounts for 0.43% of the portfolio, ranked #26.

Sard Wealth Management Group first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Sard Wealth Management Group held 20,449 shares of Dimensional US Core Equity 2 ETF worth $907K as of Q2 2026.
  • Sard Wealth Management Group sold 177 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $7.57K.
  • Dimensional US Core Equity 2 ETF made up 0.43% of Sard Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • Sard Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.