Strategies Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Strategies Wealth Advisors’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	$290K	Sell	7,455 -1,002	-12%	-$40.4K	0.03%	140
2025 Q4	$335K	Sell	8,457 -1,293	-13%	-$50.5K	0.03%	130
2025 Q3	$376K	Buy	9,750 +2,089	+27%	+$78K	0.04%	131
2025 Q2	$275K	Sell	7,661 -429	-5%	-$14.3K	0.03%	150
2025 Q1	$267K	Sell	8,090 -215	-3%	-$7.46K	0.03%	147
2024 Q4	$297K	Sell	8,305 -467	-5%	-$16.4K	0.04%	104
2024 Q3	$301K	Sell	8,772 -499	-5%	-$16.5K	0.04%	78
2024 Q2	$299K	Buy	9,271 +6	+0.1%	+$189	0.04%	75
2024 Q1	$296K	Buy	+9,265	New	+$280K	0.05%	79

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 $7.79B AUM 20.38% 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 $424B AUM 22.94% 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

Strategies Wealth Advisors's DFAC Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q1 2026, selling an estimated $40.4K and leaving 7,455 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #140.

Strategies Wealth Advisors first reported a position in DFAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $376K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Strategies Wealth Advisors held 7,455 shares of Dimensional US Core Equity 2 ETF worth $290K as of Q1 2026.
Strategies Wealth Advisors sold 1,002 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $40.4K.
Dimensional US Core Equity 2 ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #140 holding.
Strategies Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $376K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.