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Sterling Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sterling Wealth Advisors’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 		$3.11M Buy
70,084
+7,246
+12% +$310K 1.69% 11
2026
Q1 		$2.65M Buy
62,838
+10,411
+20% +$419K 1.51% 11
2025
Q4 		$2.08M Buy
52,427
+14,866
+40% +$580K 1.25% 13
2025
Q3 		$1.44M Buy
+37,561
New +$1.4M 0.92% 13

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sterling Wealth Advisors's DFAC Position: Q2 2026 in Review

Sterling Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, buying an estimated $310K and bringing the position to 70,084 shares worth $3.11M. The position accounts for 1.69% of the portfolio, ranked #11.

Sterling Wealth Advisors first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Sterling Wealth Advisors held 70,084 shares of Dimensional US Core Equity 2 ETF worth $3.11M as of Q2 2026.
  • Sterling Wealth Advisors bought 7,246 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $310K.
  • Dimensional US Core Equity 2 ETF made up 1.69% of Sterling Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.