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Ullmann Wealth Partners Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ullmann Wealth Partners Group’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 		$366K Buy
8,247
+21
+0.3% +$898 0.03% 127
2026
Q1 		$320K Buy
8,226
+39
+0.5% +$1.57K 0.03% 122
2025
Q4 		$319K Hold
8,187
– – 0.03% 124
2025
Q3 		$316K Buy
8,187
+23
+0.3% +$858 0.03% 122
2025
Q2 		$293K Buy
8,164
+24
+0.3% +$801 0.03% 119
2025
Q1 		$269K Buy
8,140
+20
+0.2% +$694 0.04% 122
2024
Q4 		$281K Buy
8,120
+23
+0.3% +$810 0.04% 117
2024
Q3 		$278K Buy
8,097
+22
+0.3% +$727 0.04% 113
2024
Q2 		$260K Sell
8,075
-376
-4% -$11.9K 0.04% 98
2024
Q1 		$270K Sell
8,451
-1,198
-12% -$36.2K 0.04% 95
2023
Q4 		$282K Buy
9,649
+32
+0.3% +$866 0.05% 91
2023
Q3 		$252K Buy
+9,617
New +$262K 0.05% 89

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
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
GA
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

Ullmann Wealth Partners Group's DFAC Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q2 2026, buying an estimated $898 and bringing the position to 8,247 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #127.

Ullmann Wealth Partners Group first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ullmann Wealth Partners Group held 8,247 shares of Dimensional US Core Equity 2 ETF worth $366K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 21 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $898.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #127 holding.
  • Ullmann Wealth Partners Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.