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Stolz & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stolz & Associates’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 		$2.23M Sell
53,746
-3,800
-7% -$153K 1.56% 11
2025
Q4 		$2.28M Buy
+57,546
New +$2.25M 1.76% 12

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

Stolz & Associates's DFAC Position: Q1 2026 in Review

Stolz & Associates reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.6% in Q1 2026, selling an estimated $153K and leaving 53,746 shares worth $2.23M. The position accounts for 1.56% of the portfolio, ranked #11.

Stolz & Associates first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.28M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stolz & Associates held 53,746 shares of Dimensional US Core Equity 2 ETF worth $2.23M as of Q1 2026.
  • Stolz & Associates sold 3,800 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $153K.
  • Dimensional US Core Equity 2 ETF made up 1.56% of Stolz & Associates's portfolio in Q1 2026, its #11 holding.
  • Stolz & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Stolz & Associates's Dimensional US Core Equity 2 ETF position peaked at $2.28M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.