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

True Wealth Design’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 		$66.5M Buy
1,498,581
+97,820
+7% +$4.19M 15.81% 1
2026
Q1 		$54.4M Buy
1,400,761
+36,715
+3% +$1.48M 15.1% 2
2025
Q4 		$54M Sell
1,364,046
-19,433
-1% -$758K 15.83% 2
2025
Q3 		$53.4M Sell
1,383,479
-2,221
-0.2% -$82.9K 16.31% 1
2025
Q2 		$49.7M Sell
1,385,700
-73,134
-5% -$2.44M 17.5% 1
2025
Q1 		$48.1M Sell
1,458,834
-22,808
-2% -$792K 18.33% 2
2024
Q4 		$51.2M Sell
1,481,642
-20,744
-1% -$731K 19.89% 2
2024
Q3 		$51.5M Sell
1,502,386
-268,604
-15% -$8.87M 20.12% 2
2024
Q2 		$57.1M Buy
1,770,990
+3,352
+0.2% +$106K 14.11% 2
2024
Q1 		$56.5M Buy
1,767,638
+172,652
+11% +$5.21M 14.08% 1
2023
Q4 		$46.6M Buy
1,594,986
+78,069
+5% +$2.11M 13.13% 2
2023
Q3 		$39.7M Buy
1,516,917
+178,995
+13% +$4.89M 13.3% 1
2023
Q2 		$36.3M Buy
1,337,922
+102,810
+8% +$2.65M 13.28% 1
2023
Q1 		$31.5M Buy
1,235,112
+58,736
+5% +$1.49M 13.2% 1
2022
Q4 		$28.6M Buy
+1,176,376
New +$28.6M 13.21% 2

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

True Wealth Design's DFAC Position: Q2 2026 in Review

True Wealth Design increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7% in Q2 2026, buying an estimated $4.19M and bringing the position to 1,498,581 shares worth $66.5M. The position accounts for 15.81% of the portfolio, ranked #1.

True Wealth Design first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • True Wealth Design held 1,498,581 shares of Dimensional US Core Equity 2 ETF worth $66.5M as of Q2 2026.
  • True Wealth Design bought 97,820 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.19M.
  • Dimensional US Core Equity 2 ETF made up 15.81% of True Wealth Design's portfolio in Q2 2026, its #1 holding.
  • True Wealth Design first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.