S4W
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Solutions 4 Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Solutions 4 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 		– Sell
-27,550
Closed -$1.09M – 57
2025
Q4 		$1.09M Buy
27,550
+3,669
+15% +$143K 1.65% 14
2025
Q3 		$921K Sell
23,881
-27
-0.1% -$1.01K 1.43% 16
2025
Q2 		$857K Sell
23,908
-33
-0.1% -$1.1K 1.43% 18
2025
Q1 		$790K Hold
23,941
– – 1.39% 19
2024
Q4 		$828K Sell
23,941
-486
-2% -$17.1K 1.5% 19
2024
Q3 		$838K Buy
+24,427
New +$807K 1.64% 19

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 $7.07B 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
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

Solutions 4 Wealth's DFAC Position: Q1 2026 in Review

Solutions 4 Wealth sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 27,550 shares — an estimated $1.09M sold.

Solutions 4 Wealth first reported a position in DFAC in Q3 2024 and held it in 6 quarters. The position peaked at $1.09M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Solutions 4 Wealth reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Solutions 4 Wealth sold 27,550 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.09M.
  • Solutions 4 Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 6 quarters.
  • Solutions 4 Wealth's Dimensional US Core Equity 2 ETF position peaked at $1.09M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.