Schneider Downs Wealth Management Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Schneider Downs Wealth Management 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	$2.57M	Hold	57,831	–	–	0.24%	47
2026 Q1	$2.25M	Hold	57,831	–	–	0.25%	45
2025 Q4	$2.29M	Hold	57,831	–	–	0.26%	46
2025 Q3	$2.23M	Hold	57,831	–	–	0.26%	44
2025 Q2	$2.07M	Buy	+57,831	New	+$1.93M	0.31%	43

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors's DFAC Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 57,831 shares worth $2.57M. The position accounts for 0.24% of the portfolio, ranked #47.

Schneider Downs Wealth Management Advisors first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Schneider Downs Wealth Management Advisors held 57,831 shares of Dimensional US Core Equity 2 ETF worth $2.57M as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.24% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #47 holding.
Schneider Downs Wealth Management Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.