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Sequoia Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sequoia Financial 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 		$18.7M Sell
420,929
-19,803
-4% -$847K 0.09% 142
2026
Q1 		$17.1M Sell
440,732
-14,820
-3% -$597K 0.1% 146
2025
Q4 		$18M Sell
455,552
-276
-0.1% -$10.8K 0.1% 141
2025
Q3 		$17.6M Buy
455,828
+17,758
+4% +$663K 0.11% 132
2025
Q2 		$15.7M Sell
438,070
-60,933
-12% -$2.03M 0.11% 146
2025
Q1 		$16.5M Buy
499,003
+29,451
+6% +$1.02M 0.13% 143
2024
Q4 		$16.2M Buy
469,552
+132,880
+39% +$4.68M 0.16% 130
2024
Q3 		$11.5M Sell
336,672
-9,991
-3% -$330K 0.12% 142
2024
Q2 		$11.2M Sell
346,663
-19,303
-5% -$609K 0.13% 129
2024
Q1 		$11.7M Sell
365,966
-9,725
-3% -$294K 0.15% 128
2023
Q4 		$11M Sell
375,691
-11,653
-3% -$315K 0.14% 139
2023
Q3 		$10.1M Sell
387,344
-9,495
-2% -$259K 0.18% 100
2023
Q2 		$10.8M Sell
396,839
-21,498
-5% -$554K 0.18% 93
2023
Q1 		$10.7M Sell
418,337
-3,521
-0.8% -$89.2K 0.24% 83
2022
Q4 		$10.2M Sell
421,858
-40,260
-9% -$979K 0.25% 80
2022
Q3 		$10.3M Sell
462,118
-125,660
-21% -$3.09M 0.32% 56
2022
Q2 		$13.7M Buy
587,778
+9,510
+2% +$241K 0.39% 46
2022
Q1 		$15.9M Buy
578,268
+13,421
+2% +$367K 0.4% 40
2021
Q4 		$16.4M Buy
+564,847
New +$15.9M 0.45% 36

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

Sequoia Financial Advisors's DFAC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.5% in Q2 2026, selling an estimated $847K and leaving 420,929 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #142.

Sequoia Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Sequoia Financial Advisors held 420,929 shares of Dimensional US Core Equity 2 ETF worth $18.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 19,803 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $847K.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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