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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
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 $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 $7.79B AUM 20.38% 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

Sard Wealth Management Group's DFAC Position: Q1 2026 in Review

Sard Wealth Management Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, buying an estimated $2.13K and bringing the position to 20,626 shares worth $802K. The position accounts for 0.44% of the portfolio, ranked #24.

Sard Wealth Management Group first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $823K in Q4 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sard Wealth Management Group held 20,626 shares of Dimensional US Core Equity 2 ETF worth $802K as of Q1 2026.
  • Sard Wealth Management Group bought 53 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.13K.
  • Dimensional US Core Equity 2 ETF made up 0.44% of Sard Wealth Management Group's portfolio in Q1 2026, its #24 holding.
  • Sard Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Sard Wealth Management Group's Dimensional US Core Equity 2 ETF position peaked at $823K in Q4 2023.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.