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Sigma Planning Corp’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sigma Planning Corp’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 		$426K Sell
10,951
-3,127
-22% -$126K 0.01% 901
2025
Q4 		$557K Buy
14,078
+33
+0.2% +$1.29K 0.02% 753
2025
Q3 		$542K Buy
14,045
+38
+0.3% +$1.42K 0.02% 782
2025
Q2 		$502K Buy
14,007
+3,238
+30% +$108K 0.02% 779
2025
Q1 		$355K Sell
10,769
-6,213
-37% -$216K 0.01% 876
2024
Q4 		$587K Buy
16,982
+30
+0.2% +$1.06K 0.02% 674
2024
Q3 		$581K Buy
16,952
+3,311
+24% +$109K 0.02% 689
2024
Q2 		$440K Sell
13,641
-8,594
-39% -$271K 0.01% 780
2024
Q1 		$710K Buy
22,235
+12,493
+128% +$377K 0.02% 621
2023
Q4 		$285K Buy
9,742
+403
+4% +$10.9K 0.02% 641
2023
Q3 		$245K Buy
9,339
+440
+5% +$12K 0.01% 1008
2023
Q2 		$242K Buy
8,899
+1
+0% +$26 0.01% 1020
2023
Q1 		$227K Sell
8,898
-1,361
-13% -$34.5K 0.01% 1116
2022
Q4 		$249K Buy
10,259
+28
+0.3% +$681 0.01% 1045
2022
Q3 		$228K Buy
10,231
+1,336
+15% +$32.8K 0.01% 1061
2022
Q2 		$207K Buy
8,895
+1
+0% +$25 0.01% 1148
2022
Q1 		$245K Sell
8,894
-1,830
-17% -$50.1K 0.01% 1156
2021
Q4 		$311K Hold
10,724
– – 0.01% 1063
2021
Q3 		$285K Hold
10,724
– – 0.01% 1083
2021
Q2 		$289K Buy
+10,724
New +$285K 0.01% 1107

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Sigma Planning Corp's DFAC Position: Q1 2026 in Review

Sigma Planning Corp reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 22% in Q1 2026, selling an estimated $126K and leaving 10,951 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #901.

Sigma Planning Corp first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $710K in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sigma Planning Corp held 10,951 shares of Dimensional US Core Equity 2 ETF worth $426K as of Q1 2026.
  • Sigma Planning Corp sold 3,127 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $126K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #901 holding.
  • Sigma Planning Corp first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's Dimensional US Core Equity 2 ETF position peaked at $710K in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.