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

TFC Financial Management’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	$122K	Hold	3,137	–	–	0.02%	181
2025 Q4	$124K	Sell	3,137 -22,941	-88%	-$895K	0.02%	181
2025 Q3	$1.01M	Buy	26,078 +63	+0.2%	+$2.35K	0.13%	54
2025 Q2	$932K	Buy	26,015 +69	+0.3%	+$2.3K	0.13%	55
2025 Q1	$856K	Buy	25,946 +56	+0.2%	+$1.94K	0.13%	49
2024 Q4	$896K	Buy	25,890 +64	+0.2%	+$2.25K	0.14%	48
2024 Q3	$886K	Buy	25,826 +2,833	+12%	+$93.6K	0.14%	49
2024 Q2	$741K	Buy	22,993 +69	+0.3%	+$2.18K	0.13%	56
2024 Q1	$732K	Buy	22,924 +46	+0.2%	+$1.39K	0.13%	55
2023 Q4	$669K	Buy	22,878 +82	+0.4%	+$2.22K	0.14%	56
2023 Q3	$597K	Sell	22,796 -1,165	-5%	-$31.8K	0.14%	53
2023 Q2	$651K	Buy	+23,961	New	+$618K	0.16%	51
2022 Q1	–	Sell	-4,309	Closed	-$125K	–	540
2021 Q4	$125K	Hold	4,309	–	–	0.04%	144
2021 Q3	$114K	Hold	4,309	–	–	0.04%	149
2021 Q2	$116K	Buy	+4,309	New	+$115K	0.04%	141

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

TFC Financial Management's DFAC Position: Q1 2026 in Review

TFC Financial Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 3,137 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #181.

TFC Financial Management first reported a position in DFAC in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

TFC Financial Management held 3,137 shares of Dimensional US Core Equity 2 ETF worth $122K as of Q1 2026.
TFC Financial Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #181 holding.
TFC Financial Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 15 quarters since.
TFC Financial Management's Dimensional US Core Equity 2 ETF position peaked at $1.01M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.