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

Tandem 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 		$2.48M Buy
+63,795
New +$2.57M 0.79% 34
2025
Q4 		– Sell
-63,795
Closed -$2.46M – 55
2025
Q3 		$2.46M Buy
+63,795
New +$2.38M 0.92% 29

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

Tandem Financial's DFAC Position: Q1 2026 in Review

Tandem Financial opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 63,795 shares worth $2.48M. The stake represents 0.79% of the portfolio and ranks #34 among its holdings. This is a return to the name: Tandem Financial previously reported a position in DFAC as recently as Q3 2025.

Tandem Financial first reported a position in DFAC in Q3 2025 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Tandem Financial held 63,795 shares of Dimensional US Core Equity 2 ETF worth $2.48M as of Q1 2026.
  • Dimensional US Core Equity 2 ETF was a new Tandem Financial position in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.79% of Tandem Financial's portfolio in Q1 2026, its #34 holding.
  • Tandem Financial first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.