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

Trifecta 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	$175K	Hold	4,492	–	–	0.03%	111
2025 Q4	$178K	Hold	4,492	–	–	0.03%	111
2025 Q3	$173K	Hold	4,492	–	–	0.03%	115
2025 Q2	$161K	Hold	4,492	–	–	0.03%	117
2025 Q1	$148K	Hold	4,492	–	–	0.03%	93
2024 Q4	$155K	Hold	4,492	–	–	0.03%	93
2024 Q3	$154K	Hold	4,492	–	–	0.03%	91
2024 Q2	$145K	Hold	4,492	–	–	0.03%	92
2024 Q1	$144K	Hold	4,492	–	–	0.03%	90
2023 Q4	$131K	Buy	+4,492	New	+$122K	0.04%	94

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 $7.79B AUM 20.38% 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

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

Trifecta Capital Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 4,492 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #111.

Trifecta Capital Advisors first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $178K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Trifecta Capital Advisors held 4,492 shares of Dimensional US Core Equity 2 ETF worth $175K as of Q1 2026.
Trifecta Capital Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #111 holding.
Trifecta Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Trifecta Capital Advisors's Dimensional US Core Equity 2 ETF position peaked at $178K in Q4 2025.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.