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Squire Investment Management Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Squire Investment Management Company’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 		$50.5M Buy
1,139,447
+14,343
+1% +$614K 12.17% 1
2026
Q1 		$43.7M Buy
1,125,104
+75,004
+7% +$3.02M 12.15% 1
2025
Q4 		$41.6M Buy
1,050,100
+20,516
+2% +$801K 12.58% 1
2025
Q3 		$39.7M Buy
1,029,584
+37,032
+4% +$1.38M 12.94% 1
2025
Q2 		$35.6M Buy
992,552
+18,796
+2% +$627K 13.11% 1
2025
Q1 		$32.1M Buy
973,756
+42,201
+5% +$1.46M 13.39% 1
2024
Q4 		$32.2M Buy
931,555
+27,000
+3% +$951K 14.18% 1
2024
Q3 		$31M Buy
904,555
+15,941
+2% +$527K 14.75% 1
2024
Q2 		$28.6M Buy
888,614
+41,807
+5% +$1.32M 16.25% 1
2024
Q1 		$27.1M Buy
846,807
+84,895
+11% +$2.56M 17.05% 1
2023
Q4 		$22.3M Buy
+761,912
New +$20.6M 18.14% 2

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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

Squire Investment Management Company's DFAC Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q2 2026, buying an estimated $614K and bringing the position to 1,139,447 shares worth $50.5M. The position accounts for 12.17% of the portfolio, ranked #1.

Squire Investment Management Company first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Squire Investment Management Company held 1,139,447 shares of Dimensional US Core Equity 2 ETF worth $50.5M as of Q2 2026.
  • Squire Investment Management Company bought 14,343 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $614K.
  • Dimensional US Core Equity 2 ETF made up 12.17% of Squire Investment Management Company's portfolio in Q2 2026, its #1 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.