UMB Bank’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

UMB Bank’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	$31.3M	Sell	806,093 -1,700	-0.2%	-$68.5K	0.44%	54
2025 Q4	$32M	Sell	807,793 -1,372	-0.2%	-$53.5K	0.43%	53
2025 Q3	$31.2M	Sell	809,165 -455	-0.1%	-$17K	0.46%	47
2025 Q2	$29M	Sell	809,620 -1,264	-0.2%	-$42.2K	0.45%	49
2025 Q1	$26.8M	Hold	810,884	–	–	0.44%	49
2024 Q4	$28M	Sell	810,884 -10,674	-1%	-$376K	0.44%	47
2024 Q3	$28.2M	Hold	821,558	–	–	0.44%	52
2024 Q2	$26.5M	Hold	821,558	–	–	0.43%	51
2024 Q1	$26.2M	Sell	821,558 -1,641	-0.2%	-$49.5K	0.42%	59
2023 Q4	$24.1M	Hold	823,199	–	–	0.35%	66
2023 Q3	$21.6M	Hold	823,199	–	–	0.35%	68
2023 Q2	$22.3M	Sell	823,199 -167,011	-17%	-$4.3M	0.34%	70
2023 Q1	$25.2M	Sell	990,210 -206,295	-17%	-$5.23M	0.4%	64
2022 Q4	$29.1M	Sell	1,196,505 -4,778	-0.4%	-$116K	0.46%	60
2022 Q3	$26.7M	Hold	1,201,283	–	–	0.45%	59
2022 Q2	$28M	Sell	1,201,283 -43,510	-3%	-$1.1M	0.44%	59
2022 Q1	$34.3M	Buy	1,244,793 +1,824	+0.1%	+$49.9K	0.45%	57
2021 Q4	$36M	Buy	1,242,969 +1,202,550	+2,975%	+$33.9M	0.45%	54
2021 Q3	$1.07M	Hold	40,419	–	–	0.02%	232
2021 Q2	$1.09M	Buy	+40,419	New	+$1.07M	0.03%	228

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 $7.07B AUM 18.05% 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

UMB Bank's DFAC Position: Q1 2026 in Review

UMB Bank reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.21% in Q1 2026, selling an estimated $68.5K and leaving 806,093 shares worth $31.3M. The position accounts for 0.44% of the portfolio, ranked #54.

UMB Bank first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $36M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

UMB Bank held 806,093 shares of Dimensional US Core Equity 2 ETF worth $31.3M as of Q1 2026.
UMB Bank sold 1,700 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $68.5K.
Dimensional US Core Equity 2 ETF made up 0.44% of UMB Bank's portfolio in Q1 2026, its #54 holding.
UMB Bank first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
UMB Bank's Dimensional US Core Equity 2 ETF position peaked at $36M in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.