Stifel Financial
DFAC icon

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

Stifel 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 		$19.2M Buy
494,578
+7,271
+1% +$293K 0.02% 655
2025
Q4 		$19.3M Buy
487,307
+36,867
+8% +$1.44M 0.02% 650
2025
Q3 		$17.4M Sell
450,440
-853
-0.2% -$31.8K 0.02% 684
2025
Q2 		$16.2M Buy
451,293
+4,656
+1% +$155K 0.02% 678
2025
Q1 		$14.7M Buy
446,637
+15,168
+4% +$527K 0.02% 687
2024
Q4 		$14.9M Buy
431,469
+15,816
+4% +$557K 0.02% 691
2024
Q3 		$14.3M Buy
415,653
+8,844
+2% +$292K 0.01% 717
2024
Q2 		$13.1M Buy
406,809
+6,433
+2% +$203K 0.01% 713
2024
Q1 		$12.8M Sell
400,376
-30,556
-7% -$922K 0.01% 715
2023
Q4 		$12.6M Sell
430,932
-83,921
-16% -$2.27M 0.02% 689
2023
Q3 		$13.5M Buy
514,853
+209,386
+69% +$5.71M 0.02% 610
2023
Q2 		$8.29M Buy
305,467
+123,794
+68% +$3.19M 0.01% 791
2023
Q1 		$4.63M Buy
181,673
+45,341
+33% +$1.15M 0.01% 1065
2022
Q4 		$3.31M Buy
136,332
+22,361
+20% +$544K 0.01% 1210
2022
Q3 		$2.54M Sell
113,971
-225
-0.2% -$5.52K ﹤0.01% 1304
2022
Q2 		$2.66M Buy
114,196
+5,486
+5% +$139K ﹤0.01% 1321
2022
Q1 		$3M Sell
108,710
-46
-0% -$1.26K ﹤0.01% 1351
2021
Q4 		$3.15M Sell
108,756
-7,100
-6% -$200K ﹤0.01% 1328
2021
Q3 		$3.08M Buy
115,856
+8,065
+7% +$219K ﹤0.01% 1299
2021
Q2 		$2.91M Buy
+107,791
New +$2.86M ﹤0.01% 1353

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

Stifel Financial's DFAC Position: Q1 2026 in Review

Stifel Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q1 2026, buying an estimated $293K and bringing the position to 494,578 shares worth $19.2M. The position accounts for 0.02% of the portfolio, ranked #655.

Stifel Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.3M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stifel Financial held 494,578 shares of Dimensional US Core Equity 2 ETF worth $19.2M as of Q1 2026.
  • Stifel Financial bought 7,271 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $293K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #655 holding.
  • Stifel Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Stifel Financial's Dimensional US Core Equity 2 ETF position peaked at $19.3M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.