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Sax Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sax Wealth Advisors’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 		$83.5M Buy
2,149,185
+106,553
+5% +$4.56M 3.4% 5
2026
Q1 		$80.9M Sell
2,042,632
-12,285
-0.6% -$495K 3.92% 5
2025
Q4 		$81.4M Sell
2,054,917
-19,234
-0.9% -$751K 3.83% 5
2025
Q3 		$80M Sell
2,074,151
-47,654
-2% -$1.78M 4.3% 5
2025
Q2 		$76M Buy
2,121,805
+181,408
+9% +$6.05M 4.59% 5
2025
Q1 		$64M Sell
1,940,397
-15,938
-0.8% -$553K 4.58% 5
2024
Q4 		$67.7M Sell
1,956,335
-23,412
-1% -$825K 5.3% 4
2024
Q3 		$67.9M Sell
1,979,747
-15,478
-0.8% -$511K 6.05% 3
2024
Q2 		$64.3M Buy
1,995,225
+117,163
+6% +$3.69M 6.13% 3
2024
Q1 		$60M Sell
1,878,062
-159,862
-8% -$4.83M 7.01% 2
2023
Q4 		$59.6M Buy
2,037,924
+83,234
+4% +$2.25M 9.72% 1
2023
Q3 		$51.2M Buy
1,954,690
+32,391
+2% +$884K 10.09% 1
2023
Q2 		$52.2M Buy
1,922,299
+31,851
+2% +$821K 10.4% 1
2023
Q1 		$48.2M Sell
1,890,448
-86,891
-4% -$2.2M 10.46% 1
2022
Q4 		$48M Buy
1,977,339
+64,685
+3% +$1.57M 11.09% 1
2022
Q3 		$42.5M Buy
1,912,654
+134,020
+8% +$3.29M 10.95% 1
2022
Q2 		$41.4M Buy
1,778,634
+138,778
+8% +$3.51M 10.54% 1
2022
Q1 		$45.2M Sell
1,639,856
-174,480
-10% -$4.78M 10.94% 1
2021
Q4 		$52.6M Buy
1,814,336
+53,294
+3% +$1.5M 10.95% 1
2021
Q3 		$46.8M Buy
+1,761,042
New +$47.8M 11.11% 1

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

Sax Wealth Advisors's DFAC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.2% in Q2 2026, buying an estimated $4.56M and bringing the position to 2,149,185 shares worth $83.5M. The position accounts for 3.4% of the portfolio, ranked #5.

Sax Wealth Advisors first reported a position in DFAC in Q3 2021 and has held it in 20 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Sax Wealth Advisors held 2,149,185 shares of Dimensional US Core Equity 2 ETF worth $83.5M as of Q2 2026.
  • Sax Wealth Advisors bought 106,553 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.56M.
  • Dimensional US Core Equity 2 ETF made up 3.4% of Sax Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.