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 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 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

Simplicity Wealth's DFAC Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.7% in Q1 2026, selling an estimated $892K and leaving 444,593 shares worth $17.3M. The position accounts for 0.98% of the portfolio, ranked #15.

Simplicity Wealth first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $33.6M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Simplicity Wealth held 444,593 shares of Dimensional US Core Equity 2 ETF worth $17.3M as of Q1 2026.
Simplicity Wealth sold 22,141 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $892K.
Dimensional US Core Equity 2 ETF made up 0.98% of Simplicity Wealth's portfolio in Q1 2026, its #15 holding.
Simplicity Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Dimensional US Core Equity 2 ETF position peaked at $33.6M in Q2 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.