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Savvy Advisors Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Savvy Advisors Inc’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 		$37.2M Buy
957,846
+288,074
+43% +$11.6M 0.99% 16
2025
Q4 		$26.5M Buy
669,772
+54,614
+9% +$2.13M 0.86% 21
2025
Q3 		$23.7M Buy
615,158
+557,323
+964% +$20.8M 1.09% 17
2025
Q2 		$2.07M Sell
57,835
-10,809
-16% -$361K 0.14% 115
2025
Q1 		$2.26M Buy
68,644
+7,288
+12% +$253K 0.23% 75
2024
Q4 		$2.12M Sell
61,356
-13,967
-19% -$492K 0.26% 68
2024
Q3 		$2.58M Buy
75,323
+58,886
+358% +$1.94M 0.52% 37
2024
Q2 		$530K Buy
16,437
+3,883
+31% +$122K 0.17% 134
2024
Q1 		$401K Buy
+12,554
New +$379K 0.23% 120

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

Savvy Advisors Inc's DFAC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 43% in Q1 2026, buying an estimated $11.6M and bringing the position to 957,846 shares worth $37.2M. The position accounts for 0.99% of the portfolio, ranked #16.

Savvy Advisors Inc first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Savvy Advisors Inc held 957,846 shares of Dimensional US Core Equity 2 ETF worth $37.2M as of Q1 2026.
  • Savvy Advisors Inc bought 288,074 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $11.6M.
  • Dimensional US Core Equity 2 ETF made up 0.99% of Savvy Advisors Inc's portfolio in Q1 2026, its #16 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.