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Stephens Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stephens Inc’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
-6,872
Closed -$272K – 1334
2025
Q4 		$272K Hold
6,872
– – ﹤0.01% 1080
2025
Q3 		$265K Hold
6,872
– – ﹤0.01% 1104
2025
Q2 		$246K Hold
6,872
– – ﹤0.01% 1094
2025
Q1 		$227K Hold
6,872
– – ﹤0.01% 1097
2024
Q4 		$238K Hold
6,872
– – ﹤0.01% 1108
2024
Q3 		$236K Hold
6,872
– – ﹤0.01% 1131
2024
Q2 		$222K Hold
6,872
– – ﹤0.01% 1120
2024
Q1 		$220K Hold
6,872
– – ﹤0.01% 1125
2023
Q4 		$201K Buy
+6,872
New +$186K ﹤0.01% 1084

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

Stephens Inc's DFAC Position: Q1 2026 in Review

Stephens Inc sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 6,872 shares — an estimated $272K sold.

Stephens Inc first reported a position in DFAC in Q4 2023 and held it in 9 quarters. The position peaked at $272K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stephens Inc reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 6,872 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $272K.
  • Stephens Inc first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 9 quarters.
  • Stephens Inc's Dimensional US Core Equity 2 ETF position peaked at $272K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.