SeaBridge Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

SeaBridge 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 Q2	$1.67M	Buy	37,709 +83	+0.2%	+$3.55K	0.24%	82
2026 Q1	$1.46M	Buy	37,626 +84	+0.2%	+$3.38K	0.25%	81
2025 Q4	$1.49M	Sell	37,542 -493	-1%	-$19.2K	0.25%	89
2025 Q3	$1.47M	Buy	38,035 +92	+0.2%	+$3.43K	0.24%	90
2025 Q2	$1.36M	Buy	37,943 +97	+0.3%	+$3.24K	0.25%	93
2025 Q1	$1.25M	Buy	37,846 +82	+0.2%	+$2.85K	0.27%	93
2024 Q4	$1.31M	Buy	+37,764	New	+$1.33M	0.27%	94

Other funds holding DFAC

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

SeaBridge Investment Advisors's DFAC Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.22% in Q2 2026, buying an estimated $3.55K and bringing the position to 37,709 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #82.

SeaBridge Investment Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

SeaBridge Investment Advisors held 37,709 shares of Dimensional US Core Equity 2 ETF worth $1.67M as of Q2 2026.
SeaBridge Investment Advisors bought 83 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.55K.
Dimensional US Core Equity 2 ETF made up 0.24% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #82 holding.
SeaBridge Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.