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

Smallwood Wealth Investment 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
Q2 		$254K Buy
+5,727
New +$245K 0.11% 81

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Smallwood Wealth Investment Management's DFAC Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 5,727 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #81 among its holdings.

563 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,727 shares of Dimensional US Core Equity 2 ETF worth $254K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #81 holding.
  • 563 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.