Shore Point Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Shore Point 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	$303K	Sell	6,835 -14,262	-68%	-$610K	0.1%	61
2026 Q1	$820K	Buy	21,097 +13	+0.1%	+$524	0.32%	42
2025 Q4	$835K	Sell	21,084 -22	-0.1%	-$859	0.35%	39
2025 Q3	$814K	Buy	21,106 +542	+3%	+$20.2K	0.36%	38
2025 Q2	$737K	Buy	20,564 +7,259	+55%	+$242K	0.35%	37
2025 Q1	$439K	Sell	13,305 -5,528	-29%	-$192K	0.23%	44
2024 Q4	$651K	Buy	18,833 +54	+0.3%	+$1.9K	0.35%	38
2024 Q3	$644K	Buy	+18,779	New	+$620K	0.34%	37

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

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

Shore Point Advisors's DFAC Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 68% in Q2 2026, selling an estimated $610K and leaving 6,835 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #61.

Shore Point Advisors first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $835K in Q4 2025. 280 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Shore Point Advisors held 6,835 shares of Dimensional US Core Equity 2 ETF worth $303K as of Q2 2026.
Shore Point Advisors sold 14,262 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $610K.
Dimensional US Core Equity 2 ETF made up 0.1% of Shore Point Advisors's portfolio in Q2 2026, its #61 holding.
Shore Point Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
Shore Point Advisors's Dimensional US Core Equity 2 ETF position peaked at $835K in Q4 2025.
280 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.