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

TruNorth Capital Management’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	$1.41M	Sell	31,687 -12,071	-28%	-$516K	0.23%	38
2026 Q1	$1.7M	Buy	43,758 +15,239	+53%	+$614K	0.33%	29
2025 Q4	$1.13M	Hold	28,519	–	–	0.21%	40
2025 Q3	$1.1M	Hold	28,519	–	–	0.22%	36
2025 Q2	$1.02M	Hold	28,519	–	–	0.23%	37
2025 Q1	$941K	Hold	28,519	–	–	0.23%	38
2024 Q4	$986K	Sell	28,519 -1,507	-5%	-$53.1K	0.27%	33
2024 Q3	$1.03M	Sell	30,026 -928	-3%	-$30.7K	0.31%	35
2024 Q2	$998K	Hold	30,954	–	–	0.32%	32
2024 Q1	$989K	Buy	+30,954	New	+$934K	0.34%	31

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

TruNorth Capital Management's DFAC Position: Q2 2026 in Review

TruNorth Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 28% in Q2 2026, selling an estimated $516K and leaving 31,687 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #38.

TruNorth Capital Management first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2026. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

TruNorth Capital Management held 31,687 shares of Dimensional US Core Equity 2 ETF worth $1.41M as of Q2 2026.
TruNorth Capital Management sold 12,071 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $516K.
Dimensional US Core Equity 2 ETF made up 0.23% of TruNorth Capital Management's portfolio in Q2 2026, its #38 holding.
TruNorth Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's Dimensional US Core Equity 2 ETF position peaked at $1.7M in Q1 2026.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.