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TrueWealth Financial Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-162,753
Closed -$6.44M – 74
2025
Q4 		$6.44M Buy
+162,753
New +$6.35M 5.32% 4

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FFM
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LPL Financial
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
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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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

TrueWealth Financial Partners's DFAC Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 162,753 shares — an estimated $6.44M sold.

TrueWealth Financial Partners first reported a position in DFAC in Q4 2025 and held it in 1 quarter. The position peaked at $6.44M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 162,753 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.44M.
  • TrueWealth Financial Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Dimensional US Core Equity 2 ETF position peaked at $6.44M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.