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

Team Financial Group’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 		– Sell
-975
Closed -$37.9K – 99
2026
Q1 		$37.9K Hold
975
– – 0.02% 129
2025
Q4 		$38.6K Hold
975
– – 0.02% 115
2025
Q3 		$37.6K Hold
975
– – 0.02% 111
2025
Q2 		$34.9K Buy
+975
New +$32.5K 0.02% 108

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Team Financial Group's DFAC Position: Q2 2026 in Review

Team Financial Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 975 shares — an estimated $37.9K sold.

Team Financial Group first reported a position in DFAC in Q2 2025 and held it in 4 quarters. The position peaked at $38.6K in Q4 2025. 321 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Team Financial Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 975 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $37.9K.
  • Team Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Dimensional US Core Equity 2 ETF position peaked at $38.6K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.