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

Sheets Smith 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 Q2	$252K	Buy	5,677 +14	+0.2%	+$599	0.03%	369
2026 Q1	$220K	Buy	5,663 +14	+0.2%	+$564	0.02%	375
2025 Q4	$224K	Buy	5,649 +13	+0.2%	+$507	0.02%	377
2025 Q3	$217K	Buy	5,636 +16	+0.3%	+$597	0.02%	385
2025 Q2	$201K	Buy	+5,620	New	+$187K	0.02%	390
2023 Q4	–	Sell	-5,511	Closed	-$144K	–	371
2023 Q3	$144K	Buy	+5,511	New	+$150K	0.02%	324

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sheets Smith Wealth Management's DFAC Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $599 and bringing the position to 5,677 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #369.

Sheets Smith Wealth Management first reported a position in DFAC in Q3 2023 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sheets Smith Wealth Management held 5,677 shares of Dimensional US Core Equity 2 ETF worth $252K as of Q2 2026.
Sheets Smith Wealth Management bought 14 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $599.
Dimensional US Core Equity 2 ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #369 holding.
Sheets Smith Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.