Trustmark National Bank Trust Department’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Trustmark National Bank Trust Department’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	$1.52M	Hold	39,113	–	–	0.1%	139
2025 Q4	$1.55M	Hold	39,113	–	–	0.1%	136
2025 Q3	$1.51M	Hold	39,113	–	–	0.1%	132
2025 Q2	$1.4M	Hold	39,113	–	–	0.1%	137
2025 Q1	$1.29M	Hold	39,113	–	–	0.1%	135
2024 Q4	$1.35M	Hold	39,113	–	–	0.1%	128
2024 Q3	$1.34M	Hold	39,113	–	–	0.1%	137
2024 Q2	$1.26M	Hold	39,113	–	–	0.1%	141
2024 Q1	$1.25M	Hold	39,113	–	–	0.1%	145
2023 Q4	$1.14M	Hold	39,113	–	–	0.1%	138
2023 Q3	$1.02M	Hold	39,113	–	–	0.1%	139
2023 Q2	$1.06M	Hold	39,113	–	–	0.1%	142
2023 Q1	$997K	Hold	39,113	–	–	0.09%	147
2022 Q4	$950K	Hold	39,113	–	–	0.09%	143
2022 Q3	$870K	Hold	39,113	–	–	0.08%	138
2022 Q2	$911K	Hold	39,113	–	–	0.08%	142
2022 Q1	$1.08M	Hold	39,113	–	–	0.09%	145
2021 Q4	$1.13M	Hold	39,113	–	–	0.09%	139
2021 Q3	$1.04M	Buy	+39,113	New	+$1.06M	0.08%	138

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

Trustmark National Bank Trust Department's DFAC Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 39,113 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #139.

Trustmark National Bank Trust Department first reported a position in DFAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Trustmark National Bank Trust Department held 39,113 shares of Dimensional US Core Equity 2 ETF worth $1.52M as of Q1 2026.
Trustmark National Bank Trust Department left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.1% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #139 holding.
Trustmark National Bank Trust Department first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
Trustmark National Bank Trust Department's Dimensional US Core Equity 2 ETF position peaked at $1.55M in Q4 2025.
1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.