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

Trajan Wealth’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	$22.1M	Sell	498,834 -3,617	-0.7%	-$155K	0.84%	33
2026 Q1	$19.5M	Buy	502,451 +2,966	+0.6%	+$119K	0.79%	33
2025 Q4	$19.8M	Sell	499,485 -16,066	-3%	-$627K	0.82%	30
2025 Q3	$19.9M	Sell	515,551 -17,127	-3%	-$639K	0.86%	34
2025 Q2	$19.1M	Sell	532,678 -95,053	-15%	-$3.17M	0.93%	28
2025 Q1	$20.7M	Sell	627,731 -1,547	-0.2%	-$53.7K	1.13%	22
2024 Q4	$21.8M	Sell	629,278 -22,265	-3%	-$784K	1.21%	20
2024 Q3	$22.3M	Sell	651,543 -11,390	-2%	-$376K	1.32%	21
2024 Q2	$21.4M	Sell	662,933 -21,051	-3%	-$664K	1.37%	18
2024 Q1	$21.9M	Buy	+683,984	New	+$20.6M	1.48%	17

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Trajan Wealth's DFAC Position: Q2 2026 in Review

Trajan Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.72% in Q2 2026, selling an estimated $155K and leaving 498,834 shares worth $22.1M. The position accounts for 0.84% of the portfolio, ranked #33.

Trajan Wealth first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.3M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Trajan Wealth held 498,834 shares of Dimensional US Core Equity 2 ETF worth $22.1M as of Q2 2026.
Trajan Wealth sold 3,617 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $155K.
Dimensional US Core Equity 2 ETF made up 0.84% of Trajan Wealth's portfolio in Q2 2026, its #33 holding.
Trajan Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
Trajan Wealth's Dimensional US Core Equity 2 ETF position peaked at $22.3M in Q3 2024.
1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.