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 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 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

United Capital Financial Advisors's DFAC Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 11,870 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in DFAC as recently as Q3 2023.

United Capital Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 11 quarters since. The position peaked at $24.6M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

United Capital Financial Advisors held 11,870 shares of Dimensional US Core Equity 2 ETF worth $461K as of Q1 2026.
Dimensional US Core Equity 2 ETF was a new United Capital Financial Advisors position in Q1 2026.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1106 holding.
United Capital Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 11 quarters since.
United Capital Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $24.6M in Q4 2021.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.