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Seaside Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Seaside Wealth Management’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 		$2.61M Buy
67,228
+76
+0.1% +$3.06K 0.73% 13
2025
Q4 		$2.66M Sell
67,152
-16
-0% -$624 0.76% 13
2025
Q3 		$2.59M Buy
67,168
+187
+0.3% +$6.98K 0.77% 13
2025
Q2 		$2.4M Buy
66,981
+1,254
+2% +$41.8K 0.76% 13
2025
Q1 		$2.17M Sell
65,727
-683
-1% -$23.7K 0.77% 13
2024
Q4 		$2.3M Sell
66,410
-94
-0.1% -$3.31K 0.84% 13
2024
Q3 		$2.28M Buy
66,504
+715
+1% +$23.6K 0.86% 14
2024
Q2 		$2.12M Buy
65,789
+135
+0.2% +$4.26K 0.88% 14
2024
Q1 		$2.1M Sell
65,654
-20
-0% -$604 0.89% 14
2023
Q4 		$1.92M Buy
65,674
+207
+0.3% +$5.6K 0.88% 15
2023
Q3 		$1.72M Buy
65,467
+177
+0.3% +$4.83K 0.87% 14
2023
Q2 		$1.77M Buy
65,290
+216
+0.3% +$5.57K 0.92% 14
2023
Q1 		$1.66M Sell
65,074
-443
-0.7% -$11.2K 1.01% 14
2022
Q4 		$1.59M Buy
65,517
+315
+0.5% +$7.66K 1.05% 14
2022
Q3 		$1.59M Buy
65,202
+239
+0.4% +$5.87K 1.1% 14
2022
Q2 		$1.65M Buy
+64,963
New +$1.64M 1.25% 14

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

Seaside Wealth Management's DFAC Position: Q1 2026 in Review

Seaside Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.11% in Q1 2026, buying an estimated $3.06K and bringing the position to 67,228 shares worth $2.61M. The position accounts for 0.73% of the portfolio, ranked #13.

Seaside Wealth Management first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Seaside Wealth Management held 67,228 shares of Dimensional US Core Equity 2 ETF worth $2.61M as of Q1 2026.
  • Seaside Wealth Management bought 76 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.06K.
  • Dimensional US Core Equity 2 ETF made up 0.73% of Seaside Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Seaside Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $2.66M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.