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Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q1 		$4.69M Sell
120,806
-2,940
-2% -$118K 0.97% 27
2025
Q4 		$4.9M Sell
123,746
-6,058
-5% -$236K 1.01% 22
2025
Q3 		$5.01M Sell
129,804
-2,816
-2% -$105K 1.06% 22
2025
Q2 		$4.75M Buy
132,620
+4,884
+4% +$163K 1.08% 24
2025
Q1 		$4.21M Buy
127,736
+5,998
+5% +$208K 1% 26
2024
Q4 		$4.21M Sell
121,738
-1,415
-1% -$49.8K 1.03% 25
2024
Q3 		$4.22M Buy
123,153
+4,909
+4% +$162K 1.05% 23
2024
Q2 		$3.81M Sell
118,244
-120,244
-50% -$3.79M 1.02% 24
2024
Q1 		$7.62M Buy
238,488
+2,159
+0.9% +$65.2K 2.13% 10
2023
Q4 		$6.91M Buy
236,329
+14,720
+7% +$398K 2.13% 11
2023
Q3 		$5.81M Sell
221,609
-4,375
-2% -$119K 1.97% 11
2023
Q2 		$6.14M Buy
225,984
+63,375
+39% +$1.63M 2.02% 11
2023
Q1 		$4.14M Buy
162,609
+5,584
+4% +$141K 1.5% 12
2022
Q4 		$3.81M Sell
157,025
-371
-0.2% -$9.02K 1.5% 13
2022
Q3 		$3.5M Sell
157,396
-4,270
-3% -$105K 1.55% 15
2022
Q2 		$3.77M Sell
161,666
-620
-0.4% -$15.7K 1.51% 15
2022
Q1 		$4.48M Buy
162,286
+6,752
+4% +$185K 1.51% 17
2021
Q4 		$4.51M Buy
155,534
+10,414
+7% +$294K 1.53% 17
2021
Q3 		$3.86M Buy
145,120
+7,625
+6% +$207K 1.41% 18
2021
Q2 		$3.71M Buy
+137,495
New +$3.65M 1.35% 19

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 $7.79B AUM 20.38% 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 $424B AUM 22.94% 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

Schwarz Dygos Wheeler Investment Advisors's DFAC Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.4% in Q1 2026, selling an estimated $118K and leaving 120,806 shares worth $4.69M. The position accounts for 0.97% of the portfolio, ranked #27.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.62M in Q1 2024. 1,170 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 120,806 shares of Dimensional US Core Equity 2 ETF worth $4.69M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 2,940 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $118K.
  • Dimensional US Core Equity 2 ETF made up 0.97% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $7.62M in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.