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

TFO 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 		$181M Buy
4,664,603
+407,978
+10% +$16.4M 24.65% 2
2025
Q4 		$169M Buy
4,256,625
+152,188
+4% +$5.94M 25.22% 2
2025
Q3 		$158M Buy
4,104,437
+60,839
+2% +$2.27M 25.81% 2
2025
Q2 		$145M Sell
4,043,598
-33,379
-0.8% -$1.11M 25.5% 2
2025
Q1 		$134M Sell
4,076,977
-48,838
-1% -$1.7M 26.67% 2
2024
Q4 		$143M Sell
4,125,815
-93,983
-2% -$3.31M 67.76% 1
2024
Q3 		$145M Sell
4,219,798
-57,686
-1% -$1.91M 26.57% 2
2024
Q2 		$138M Sell
4,277,484
-37,325
-0.9% -$1.18M 26.97% 2
2024
Q1 		$138M Sell
4,314,809
-86,442
-2% -$2.61M 26.74% 2
2023
Q4 		$129M Sell
4,401,251
-123,385
-3% -$3.34M 26.19% 2
2023
Q3 		$123M Sell
4,524,636
-533
-0% -$14.5K 25.67% 2
2023
Q2 		$123M Sell
4,525,169
-30,852
-0.7% -$795K 25.91% 2
2023
Q1 		$116M Buy
4,556,021
+4,111,645
+925% +$104M 25.46% 2
2022
Q4 		$19.5M Sell
444,376
-4,188,679
-90% -$102M 4.51% 4
2022
Q3 		$103M Sell
4,633,055
-79,318
-2% -$1.95M 25.74% 2
2022
Q2 		$110M Sell
4,712,373
-271,805
-5% -$6.88M 24.72% 2
2022
Q1 		$137M Sell
4,984,178
-71,332
-1% -$1.95M 27.24% 2
2021
Q4 		$144M Sell
5,055,510
-7,563
-0.1% -$213K 27.53% 2
2021
Q3 		$135M Sell
5,063,073
-31,064
-0.6% -$844K 26.59% 2
2021
Q2 		$136M Buy
+5,094,137
New +$135M 26.89% 2

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

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

TFO Wealth Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 9.6% in Q1 2026, buying an estimated $16.4M and bringing the position to 4,664,603 shares worth $181M. The position accounts for 24.65% of the portfolio, ranked #2.

TFO Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • TFO Wealth Partners held 4,664,603 shares of Dimensional US Core Equity 2 ETF worth $181M as of Q1 2026.
  • TFO Wealth Partners bought 407,978 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $16.4M.
  • Dimensional US Core Equity 2 ETF made up 24.65% of TFO Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • TFO Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.