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United Capital Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

United Capital Financial Advisors’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 Sell
8,240
-3,630
-31% -$155K ﹤0.01% 1279
2026
Q1 		$461K Buy
+11,870
New +$478K ﹤0.01% 1106
2023
Q4 		– Sell
-619,292
Closed -$16.2M – 1069
2023
Q3 		$16.2M Sell
619,292
-49,939
-7% -$1.36M 0.11% 174
2023
Q2 		$18.2M Sell
669,231
-28,472
-4% -$734K 0.1% 174
2023
Q1 		$17.8M Sell
697,703
-83,030
-11% -$2.1M 0.1% 179
2022
Q4 		$19M Sell
780,733
-54,360
-7% -$1.32M 0.11% 177
2022
Q3 		$18.6M Sell
835,093
-9,968
-1% -$245K 0.11% 172
2022
Q2 		$19.7M Sell
845,061
-6,898
-0.8% -$175K 0.11% 179
2022
Q1 		$23.5M Buy
851,959
+3,328
+0.4% +$91.1K 0.11% 172
2021
Q4 		$24.6M Sell
848,631
-45,880
-5% -$1.29M 0.11% 176
2021
Q3 		$23.8M Sell
894,511
-720
-0.1% -$19.6K 0.12% 170
2021
Q2 		$24.2M Buy
+895,231
New +$23.8M 0.12% 172

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

United Capital Financial Advisors's DFAC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 31% in Q2 2026, selling an estimated $155K and leaving 8,240 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

United Capital Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 12 quarters since. The position peaked at $24.6M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • United Capital Financial Advisors held 8,240 shares of Dimensional US Core Equity 2 ETF worth $366K as of Q2 2026.
  • United Capital Financial Advisors sold 3,630 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $155K.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1279 holding.
  • United Capital Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 12 quarters since.
  • United Capital Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $24.6M in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.