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SC&H Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

SC&H Financial 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 		$98.8M Buy
2,228,328
+44,231
+2% +$1.89M 13.11% 1
2026
Q1 		$84.9M Buy
2,184,097
+10,850
+0.5% +$437K 12.8% 1
2025
Q4 		$86M Buy
2,173,247
+47,544
+2% +$1.86M 13.31% 1
2025
Q3 		$82M Sell
2,125,703
-162
-0% -$6.04K 13.37% 1
2025
Q2 		$76.2M Sell
2,125,865
-41,008
-2% -$1.37M 13.01% 1
2025
Q1 		$71.5M Buy
2,166,873
+102,626
+5% +$3.56M 14.06% 1
2024
Q4 		$71.4M Buy
2,064,247
+68,663
+3% +$2.42M 14.75% 1
2024
Q3 		$68.4M Buy
1,995,584
+106,698
+6% +$3.52M 14.95% 1
2024
Q2 		$60.9M Buy
1,888,886
+166,504
+10% +$5.25M 14.92% 1
2024
Q1 		$55M Buy
1,722,382
+119,934
+7% +$3.62M 14.33% 1
2023
Q4 		$46.8M Buy
1,602,448
+126,236
+9% +$3.42M 13.51% 1
2023
Q3 		$38.7M Buy
1,476,212
+91,877
+7% +$2.51M 12.86% 1
2023
Q2 		$37.6M Buy
1,384,335
+127,220
+10% +$3.28M 12.42% 1
2023
Q1 		$32M Buy
1,257,115
+214,880
+21% +$5.44M 11.68% 1
2022
Q4 		$25.3M Buy
1,042,235
+204,532
+24% +$4.97M 10.49% 1
2022
Q3 		$18.6M Buy
837,703
+6,973
+0.8% +$171K 9.32% 1
2022
Q2 		$19.4M Buy
830,730
+107,775
+15% +$2.73M 9.03% 1
2022
Q1 		$19.9M Buy
722,955
+169,303
+31% +$4.64M 9.48% 1
2021
Q4 		$16M Buy
+553,652
New +$15.6M 8.85% 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

SC&H Financial Advisors's DFAC Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2% in Q2 2026, buying an estimated $1.89M and bringing the position to 2,228,328 shares worth $98.8M. The position accounts for 13.11% of the portfolio, ranked #1.

SC&H Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • SC&H Financial Advisors held 2,228,328 shares of Dimensional US Core Equity 2 ETF worth $98.8M as of Q2 2026.
  • SC&H Financial Advisors bought 44,231 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.89M.
  • Dimensional US Core Equity 2 ETF made up 13.11% of SC&H Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • SC&H Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.