Shotwell Rutter Baer’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Shotwell Rutter Baer’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	$1.46M	Sell	37,626 -1,150	-3%	-$46.3K	0.86%	17
2025 Q4	$1.57M	Sell	38,776 -2,371	-6%	-$92.5K	0.94%	16
2025 Q3	$1.6M	Sell	41,147 -311	-0.8%	-$11.6K	1.03%	15
2025 Q2	$1.51M	Buy	41,458 +1	+0%	+$33	1.03%	15
2025 Q1	$1.24M	Sell	41,457 -193	-0.5%	-$6.7K	1.09%	15
2024 Q4	$1.43M	Sell	41,650 -123	-0.3%	-$4.33K	1.2%	14
2024 Q3	$1.43M	Hold	41,773	–	–	1.18%	14
2024 Q2	$1.36M	Sell	41,773 -6	-0%	-$189	1.2%	14
2024 Q1	$1.32M	Sell	41,779 -11	-0%	-$332	2.68%	7
2023 Q4	$1.21M	Buy	+41,790	New	+$1.13M	1.15%	15

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Shotwell Rutter Baer's DFAC Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3% in Q1 2026, selling an estimated $46.3K and leaving 37,626 shares worth $1.46M. The position accounts for 0.86% of the portfolio, ranked #17.

Shotwell Rutter Baer first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Shotwell Rutter Baer held 37,626 shares of Dimensional US Core Equity 2 ETF worth $1.46M as of Q1 2026.
Shotwell Rutter Baer sold 1,150 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $46.3K.
Dimensional US Core Equity 2 ETF made up 0.86% of Shotwell Rutter Baer's portfolio in Q1 2026, its #17 holding.
Shotwell Rutter Baer first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Shotwell Rutter Baer's Dimensional US Core Equity 2 ETF position peaked at $1.6M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.