Transcend Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Transcend Capital Advisors’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	$6.68M	Buy	171,900 +3,927	+2%	+$158K	0.53%	37
2025 Q4	$6.65M	Sell	167,973 -4,042	-2%	-$158K	0.51%	38
2025 Q3	$6.63M	Buy	172,015 +15,449	+10%	+$577K	0.47%	42
2025 Q2	$5.61M	Buy	156,566 +23,371	+18%	+$780K	0.43%	47
2025 Q1	$4.39M	Buy	133,195 +124,106	+1,365%	+$4.31M	0.32%	71
2024 Q4	$314K	Buy	+9,089	New	+$320K	0.02%	430
2023 Q3	–	Sell	-10,427	Closed	-$283K	–	495
2023 Q2	$283K	Sell	10,427 -1,007	-9%	-$26K	0.03%	381
2023 Q1	$291K	Sell	11,434 -2,642	-19%	-$66.9K	0.03%	367
2022 Q4	$342K	Sell	14,076 -154	-1%	-$3.75K	0.04%	342
2022 Q3	$316K	Buy	+14,230	New	+$349K	0.04%	357

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

Transcend Capital Advisors's DFAC Position: Q1 2026 in Review

Transcend Capital Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q1 2026, buying an estimated $158K and bringing the position to 171,900 shares worth $6.68M. The position accounts for 0.53% of the portfolio, ranked #37.

Transcend Capital Advisors first reported a position in DFAC in Q3 2022 and has held it in 10 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Transcend Capital Advisors held 171,900 shares of Dimensional US Core Equity 2 ETF worth $6.68M as of Q1 2026.
Transcend Capital Advisors bought 3,927 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $158K.
Dimensional US Core Equity 2 ETF made up 0.53% of Transcend Capital Advisors's portfolio in Q1 2026, its #37 holding.
Transcend Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 10 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.