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Schubert & Co’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Schubert & Co’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 		$22M Buy
565,771
+39,810
+8% +$1.6M 17.9% 1
2025
Q4 		$20.8M Buy
525,961
+28,818
+6% +$1.12M 16.62% 1
2025
Q3 		$19.2M Buy
497,143
+27,907
+6% +$1.04M 14.1% 2
2025
Q2 		$16.8M Buy
469,236
+46,815
+11% +$1.56M 11.89% 2
2025
Q1 		$13.9M Buy
422,421
+14,176
+3% +$492K 9.55% 3
2024
Q4 		$14.1M Buy
408,245
+6,013
+1% +$212K 9.51% 3
2024
Q3 		$13.8M Buy
402,232
+15,280
+4% +$505K 9.81% 3
2024
Q2 		$12.4M Hold
386,952
– – 10.53% 3
2024
Q1 		$12.4M Buy
386,952
+8,631
+2% +$261K 10.53% 3
2023
Q4 		$11.1M Sell
378,321
-22
-0% -$595 10.01% 3
2023
Q3 		$9.91M Sell
378,343
-9,410
-2% -$257K 10.1% 3
2023
Q2 		$10.5M Buy
387,753
+393
+0.1% +$10.1K 9.86% 3
2023
Q1 		$9.87M Sell
387,360
-1,117
-0.3% -$28.3K 8.8% 3
2022
Q4 		$9.43M Sell
388,477
-6,375
-2% -$155K 8.6% 3
2022
Q3 		$8.78M Buy
394,852
+10,796
+3% +$265K 8.39% 3
2022
Q2 		$8.95M Sell
384,056
-25,348
-6% -$642K 8.35% 3
2022
Q1 		$11.3M Buy
409,404
+58,717
+17% +$1.61M 12.37% 2
2021
Q4 		$10.2M Buy
+350,687
New +$9.9M 10.33% 2

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

Schubert & Co's DFAC Position: Q1 2026 in Review

Schubert & Co increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.6% in Q1 2026, buying an estimated $1.6M and bringing the position to 565,771 shares worth $22M. The position accounts for 17.9% of the portfolio, ranked #1.

Schubert & Co first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Schubert & Co held 565,771 shares of Dimensional US Core Equity 2 ETF worth $22M as of Q1 2026.
  • Schubert & Co bought 39,810 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.6M.
  • Dimensional US Core Equity 2 ETF made up 17.9% of Schubert & Co's portfolio in Q1 2026, its #1 holding.
  • Schubert & Co first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.