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

SHP 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	$21.5K	Buy	+554	New	+$22.3K	﹤0.01%	707

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 $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 554 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

1,173 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

SHP Wealth Management held 554 shares of Dimensional US Core Equity 2 ETF worth $21.5K as of Q1 2026.
Dimensional US Core Equity 2 ETF was a new SHP Wealth Management position in Q1 2026.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #707 holding.
1,173 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.