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Tortoise Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Tortoise Investment 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 		$11.5M Buy
296,120
+11,679
+4% +$471K 0.95% 35
2025
Q4 		$11.3M Sell
284,441
-7,629
-3% -$298K 0.99% 31
2025
Q3 		$11.3M Sell
292,070
-6,414
-2% -$239K 1% 28
2025
Q2 		$10.7M Buy
298,484
+28,486
+11% +$950K 1.02% 31
2025
Q1 		$8.91M Buy
269,998
+50,943
+23% +$1.77M 0.93% 33
2024
Q4 		$7.58M Sell
219,055
-1,469
-0.7% -$51.7K 0.8% 38
2024
Q3 		$7.56M Sell
220,524
-1,500
-0.7% -$49.5K 0.79% 39
2024
Q2 		$7.16M Buy
222,024
+17,565
+9% +$554K 0.82% 37
2024
Q1 		$6.53M Buy
204,459
+35,820
+21% +$1.08M 0.79% 37
2023
Q4 		$4.93M Sell
168,639
-3,425
-2% -$92.7K 0.67% 42
2023
Q3 		$4.51M Buy
172,064
+3,610
+2% +$98.5K 0.67% 40
2023
Q2 		$4.57M Buy
168,454
+11,716
+7% +$302K 0.68% 41
2023
Q1 		$3.99M Buy
156,738
+21,300
+16% +$540K 0.64% 44
2022
Q4 		$3.29M Buy
135,438
+2,105
+2% +$51.2K 0.58% 44
2022
Q3 		$2.96M Buy
133,333
+55,915
+72% +$1.37M 0.58% 44
2022
Q2 		$1.8M Buy
77,418
+26,241
+51% +$664K 0.35% 70
2022
Q1 		$1.41M Buy
51,177
+6,415
+14% +$176K 0.26% 75
2021
Q4 		$1.3M Buy
44,762
+535
+1% +$15.1K 0.24% 69
2021
Q3 		$1.18M Hold
44,227
– – 0.24% 69
2021
Q2 		$1.19M Buy
+44,227
New +$1.18M 0.25% 66

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

Tortoise Investment Management's DFAC Position: Q1 2026 in Review

Tortoise Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.1% in Q1 2026, buying an estimated $471K and bringing the position to 296,120 shares worth $11.5M. The position accounts for 0.95% of the portfolio, ranked #35.

Tortoise Investment Management 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.

  • Tortoise Investment Management held 296,120 shares of Dimensional US Core Equity 2 ETF worth $11.5M as of Q1 2026.
  • Tortoise Investment Management bought 11,679 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $471K.
  • Dimensional US Core Equity 2 ETF made up 0.95% of Tortoise Investment Management's portfolio in Q1 2026, its #35 holding.
  • Tortoise Investment Management 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 Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.