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Smartleaf Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Smartleaf Asset 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
Q1 		$60M Sell
1,586,685
-11,520
-0.7% -$464K 2.17% 6
2025
Q4 		$63.8M Buy
1,598,205
+1,370,784
+603% +$53.5M 2.42% 6
2025
Q3 		$8.75M Buy
227,421
+123
+0.1% +$4.59K 0.54% 32
2025
Q2 		$8.11M Buy
227,298
+668
+0.3% +$22.3K 0.72% 20
2025
Q1 		$7.43M Buy
226,630
+1,143
+0.5% +$39.7K 0.72% 21
2024
Q4 		$7.81M Buy
225,487
+14,349
+7% +$505K 0.8% 17
2024
Q3 		$7.22M Buy
211,138
+11,361
+6% +$375K 0.88% 14
2024
Q2 		$6.44M Buy
199,777
+10,937
+6% +$345K 1.06% 11
2024
Q1 		$6.02M Buy
188,840
+29,552
+19% +$892K 1.16% 10
2023
Q4 		$4.68M Buy
+159,288
New +$4.31M 1.25% 9

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 $7.79B AUM 20.38% 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

Smartleaf Asset Management's DFAC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.72% in Q1 2026, selling an estimated $464K and leaving 1,586,685 shares worth $60M. The position accounts for 2.17% of the portfolio, ranked #6.

Smartleaf Asset Management first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $63.8M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Smartleaf Asset Management held 1,586,685 shares of Dimensional US Core Equity 2 ETF worth $60M as of Q1 2026.
  • Smartleaf Asset Management sold 11,520 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $464K.
  • Dimensional US Core Equity 2 ETF made up 2.17% of Smartleaf Asset Management's portfolio in Q1 2026, its #6 holding.
  • Smartleaf Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Dimensional US Core Equity 2 ETF position peaked at $63.8M in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.