Strategic Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Strategic Wealth Partners’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	$2.12M	Buy	54,516 +5	+0%	+$201	0.15%	107
2025 Q4	$2.16M	Sell	54,511 -11,087	-17%	-$433K	0.15%	109
2025 Q3	$2.53M	Buy	65,598 +15,592	+31%	+$582K	0.19%	93
2025 Q2	$1.79M	Buy	+50,006	New	+$1.67M	0.14%	109
2024 Q4	$1.8M	Hold	50,006	–	–	0.15%	107
2024 Q3	$1.71M	Hold	50,006	–	–	0.16%	106
2024 Q2	$1.61M	Hold	50,006	–	–	0.17%	100
2024 Q1	$1.6M	Hold	50,006	–	–	0.18%	98
2023 Q4	$1.46M	Hold	50,006	–	–	0.18%	104
2023 Q3	$1.31M	Hold	50,006	–	–	0.17%	137
2023 Q2	$1.36M	Hold	50,006	–	–	0.18%	136
2023 Q1	$1.27M	Hold	50,006	–	–	0.2%	118
2022 Q4	$1.21M	Hold	50,006	–	–	0.23%	110
2022 Q3	$1.11M	Buy	+50,006	New	+$1.23M	0.24%	116

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Strategic Wealth Partners's DFAC Position: Q1 2026 in Review

Strategic Wealth Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q1 2026, buying an estimated $201 and bringing the position to 54,516 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #107.

Strategic Wealth Partners first reported a position in DFAC in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.53M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Strategic Wealth Partners held 54,516 shares of Dimensional US Core Equity 2 ETF worth $2.12M as of Q1 2026.
Strategic Wealth Partners bought 5 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $201.
Dimensional US Core Equity 2 ETF made up 0.15% of Strategic Wealth Partners's portfolio in Q1 2026, its #107 holding.
Strategic Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 14 quarters since.
Strategic Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $2.53M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.