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

Trilogy Capital’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 		$245K Hold
5,516
– – 0.01% 365
2026
Q1 		$214K Hold
5,516
– – 0.01% 376
2025
Q4 		$218K Hold
5,516
– – 0.01% 369
2025
Q3 		$213K Buy
+5,516
New +$206K 0.01% 366

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Trilogy Capital's DFAC Position: Q2 2026 in Review

Trilogy Capital held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 5,516 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #365.

Trilogy Capital first reported a position in DFAC in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Trilogy Capital held 5,516 shares of Dimensional US Core Equity 2 ETF worth $245K as of Q2 2026.
  • Trilogy Capital left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #365 holding.
  • Trilogy Capital first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.