Strategic Investment Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Strategic Investment Solutions’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	$8.6M	Sell	193,784 -7,070	-4%	-$302K	1.97%	10
2026 Q1	$7.8M	Sell	200,854 -1,815	-0.9%	-$73.1K	1.88%	12
2025 Q4	$8.02M	Sell	202,669 -107,267	-35%	-$4.19M	1.93%	11
2025 Q3	$12M	Sell	309,936 -55,000	-15%	-$2.05M	3.16%	6
2025 Q2	$13.1M	Sell	364,936 -204,276	-36%	-$6.81M	3.96%	4
2025 Q1	$18.8M	Buy	569,212 +133,268	+31%	+$4.63M	5.45%	4
2024 Q4	$13.9M	Sell	435,944 -160,069	-27%	-$5.64M	4.66%	5
2024 Q3	$20.4M	Buy	596,013 +1,960	+0.3%	+$64.7K	6.12%	3
2024 Q2	$19.8M	Buy	+594,053	New	+$18.7M	6.39%	3
2023 Q4	$10.6M	Sell	361,172 -6,523,470	-95%	-$177M	1.83%	13
2023 Q3	$188M	Buy	6,884,642 +6,804,044	+8,442%	+$186M	2.32%	10
2023 Q2	$2.11M	Sell	80,598 -125,375	-61%	-$3.23M	0.43%	25
2023 Q1	$5.25M	Sell	205,973 -419	-0.2%	-$10.6K	1.03%	22
2022 Q4	$5.49M	Buy	+206,392	New	+$5.02M	2.71%	9

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Strategic Investment Solutions's DFAC Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.5% in Q2 2026, selling an estimated $302K and leaving 193,784 shares worth $8.6M. The position accounts for 1.97% of the portfolio, ranked #10.

Strategic Investment Solutions first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $188M in Q3 2023. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Strategic Investment Solutions held 193,784 shares of Dimensional US Core Equity 2 ETF worth $8.6M as of Q2 2026.
Strategic Investment Solutions sold 7,070 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $302K.
Dimensional US Core Equity 2 ETF made up 1.97% of Strategic Investment Solutions's portfolio in Q2 2026, its #10 holding.
Strategic Investment Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Dimensional US Core Equity 2 ETF position peaked at $188M in Q3 2023.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.