Significant Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Significant Wealth Partners’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	$432K	Hold	9,730	–	–	0.47%	64
2026 Q1	$378K	Sell	9,730 -22	-0.2%	-$886	0.47%	66
2025 Q4	$386K	Hold	9,752	–	–	0.43%	34
2025 Q3	$376K	Sell	9,752 -10	-0.1%	-$373	0.18%	62
2025 Q2	$350K	Hold	9,762	–	–	0.17%	56
2025 Q1	$322K	Hold	9,762	–	–	0.17%	52
2024 Q4	$338K	Hold	9,762	–	–	0.17%	42
2024 Q3	$335K	Hold	9,762	–	–	0.17%	46
2024 Q2	$315K	Hold	9,762	–	–	0.18%	44
2024 Q1	$312K	Buy	+9,762	New	+$295K	0.2%	123

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

Significant Wealth Partners's DFAC Position: Q2 2026 in Review

Significant Wealth Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,730 shares worth $432K. The position accounts for 0.47% of the portfolio, ranked #64.

Significant Wealth Partners first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Significant Wealth Partners held 9,730 shares of Dimensional US Core Equity 2 ETF worth $432K as of Q2 2026.
Significant Wealth Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.47% of Significant Wealth Partners's portfolio in Q2 2026, its #64 holding.
Significant Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.