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

Sterling Wealth Management’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 		$9.76M Sell
251,132
-81
-0% -$3.26K 2.68% 13
2025
Q4 		$9.95M Sell
251,213
-14,731
-6% -$575K 2.84% 13
2025
Q3 		$10.3M Sell
265,944
-11,897
-4% -$444K 3.11% 13
2025
Q2 		$9.96M Buy
+277,841
New +$9.27M 3.39% 11
2024
Q4 		$9.72M Sell
280,982
-419
-0.1% -$14.8K 3.59% 9
2024
Q3 		$9.65M Sell
281,401
-165
-0.1% -$5.45K 3.6% 8
2024
Q2 		$9.08M Buy
281,566
+155
+0.1% +$4.89K 4.31% 6
2024
Q1 		$8.99M Sell
281,411
-240
-0.1% -$7.25K 4.47% 5
2023
Q4 		$8.23M Buy
+281,651
New +$7.62M 4.63% 5

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

Sterling Wealth Management's DFAC Position: Q1 2026 in Review

Sterling Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.03% in Q1 2026, selling an estimated $3.26K and leaving 251,132 shares worth $9.76M. The position accounts for 2.68% of the portfolio, ranked #13.

Sterling Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.3M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sterling Wealth Management held 251,132 shares of Dimensional US Core Equity 2 ETF worth $9.76M as of Q1 2026.
  • Sterling Wealth Management sold 81 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.26K.
  • Dimensional US Core Equity 2 ETF made up 2.68% of Sterling Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Sterling Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $10.3M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.