Stage Harbor Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stage Harbor Financial’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	$720K	Hold	18,527	–	–	0.48%	27
2025 Q4	$733K	Hold	18,527	–	–	0.49%	25
2025 Q3	$715K	Hold	18,527	–	–	0.52%	26
2025 Q2	$664K	Hold	18,527	–	–	0.54%	24
2025 Q1	$611K	Buy	18,527 +492	+3%	+$17.1K	0.52%	27
2024 Q4	$624K	Buy	+18,035	New	+$635K	0.54%	25

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

Stage Harbor Financial's DFAC Position: Q1 2026 in Review

Stage Harbor Financial held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 18,527 shares worth $720K. The position accounts for 0.48% of the portfolio, ranked #27.

Stage Harbor Financial first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $733K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Stage Harbor Financial held 18,527 shares of Dimensional US Core Equity 2 ETF worth $720K as of Q1 2026.
Stage Harbor Financial left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.48% of Stage Harbor Financial's portfolio in Q1 2026, its #27 holding.
Stage Harbor Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Stage Harbor Financial's Dimensional US Core Equity 2 ETF position peaked at $733K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.