SW
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Schulz Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Schulz Wealth’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 		$42.3M Buy
+953,100
New +$40.8M 21.83% 1
2025
Q4 		$35.6M Buy
899,072
+24,161
+3% +$943K 22.81% 1
2025
Q3 		$33.7M Buy
874,911
+79,177
+10% +$2.95M 22.31% 1
2025
Q2 		$28.5M Buy
795,734
+60,636
+8% +$2.02M 21.32% 1
2025
Q1 		$24.3M Buy
735,098
+25,355
+4% +$880K 18.5% 1
2024
Q4 		$24.6M Buy
709,743
+4,909
+0.7% +$173K 18.85% 1
2024
Q3 		$24.2M Buy
704,834
+43,150
+7% +$1.43M 18.69% 1
2024
Q2 		$21.3M Sell
661,684
-36,704
-5% -$1.16M 18.07% 1
2024
Q1 		$22.3M Buy
698,388
+92,589
+15% +$2.8M 19.07% 1
2023
Q4 		$17.7M Buy
+605,799
New +$16.4M 16.93% 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

Schulz Wealth's DFAC Position: Q2 2026 in Review

Schulz Wealth opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 953,100 shares worth $42.3M. The stake represents 21.83% of the portfolio and ranks #1 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in DFAC as recently as Q4 2025.

Schulz Wealth first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Schulz Wealth held 953,100 shares of Dimensional US Core Equity 2 ETF worth $42.3M as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Schulz Wealth position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 21.83% of Schulz Wealth's portfolio in Q2 2026, its #1 holding.
  • Schulz Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.