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

Simplicity Wealth’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 		$21.6M Buy
487,697
+43,104
+10% +$1.84M 0.73% 21
2026
Q1 		$17.3M Sell
444,593
-22,141
-5% -$892K 0.98% 15
2025
Q4 		$18.5M Sell
466,734
-10,092
-2% -$394K 1.1% 14
2025
Q3 		$18.4M Sell
476,826
-374,590
-44% -$14M 1.06% 14
2025
Q2 		$30.5M Buy
851,416
+300,878
+55% +$10M 1.27% 13
2025
Q1 		$18.2M Buy
550,538
+534,247
+3,279% +$18.5M 1.41% 11
2024
Q4 		$564K Sell
16,291
-509,955
-97% -$18M 0.12% 149
2024
Q3 		$18M Sell
526,246
-516,094
-50% -$17M 1.67% 10
2024
Q2 		$33.6M Buy
1,042,340
+1,024,248
+5,661% +$32.3M 0.76% 23
2024
Q1 		$578K Buy
+18,092
New +$546K 0.01% 678

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Simplicity Wealth's DFAC Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.7% in Q2 2026, buying an estimated $1.84M and bringing the position to 487,697 shares worth $21.6M. The position accounts for 0.73% of the portfolio, ranked #21.

Simplicity Wealth first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.6M in Q2 2024. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Simplicity Wealth held 487,697 shares of Dimensional US Core Equity 2 ETF worth $21.6M as of Q2 2026.
  • Simplicity Wealth bought 43,104 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.84M.
  • Dimensional US Core Equity 2 ETF made up 0.73% of Simplicity Wealth's portfolio in Q2 2026, its #21 holding.
  • Simplicity Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Dimensional US Core Equity 2 ETF position peaked at $33.6M in Q2 2024.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.