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Traphagen Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Traphagen Investment 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
Q2 		$708K Buy
15,961
+40
+0.3% +$1.71K 0.05% 106
2026
Q1 		$619K Buy
15,921
+39
+0.2% +$1.57K 0.05% 110
2025
Q4 		$629K Buy
15,882
+37
+0.2% +$1.44K 0.05% 105
2025
Q3 		$611K Buy
15,845
+44
+0.3% +$1.64K 0.05% 105
2025
Q2 		$566K Buy
15,801
+47
+0.3% +$1.57K 0.05% 109
2025
Q1 		$520K Buy
15,754
+39
+0.2% +$1.35K 0.05% 109
2024
Q4 		$544K Buy
+15,715
New +$553K 0.06% 109

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Traphagen Investment Advisors's DFAC Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q2 2026, buying an estimated $1.71K and bringing the position to 15,961 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #106.

Traphagen Investment Advisors first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Traphagen Investment Advisors held 15,961 shares of Dimensional US Core Equity 2 ETF worth $708K as of Q2 2026.
  • Traphagen Investment Advisors bought 40 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.71K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Traphagen Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Traphagen Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.