United Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

United Wealth Management’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	$167M	Buy	3,775,121 +12,404	+0.3%	+$531K	37.68%	1
2026 Q1	$146M	Buy	3,762,717 +152,796	+4%	+$6.16M	36.35%	1
2025 Q4	$143M	Buy	3,609,921 +69,162	+2%	+$2.7M	36.97%	1
2025 Q3	$137M	Buy	3,540,759 +31,752	+0.9%	+$1.18M	37.16%	1
2025 Q2	$126M	Buy	3,509,007 +73,025	+2%	+$2.44M	36.51%	1
2025 Q1	$113M	Buy	3,435,982 +294,232	+9%	+$10.2M	35.5%	1
2024 Q4	$109M	Buy	+3,141,750	New	+$111M	36.62%	1

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

United Wealth Management's DFAC Position: Q2 2026 in Review

United Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.33% in Q2 2026, buying an estimated $531K and bringing the position to 3,775,121 shares worth $167M. The position accounts for 37.68% of the portfolio, ranked #1.

United Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

United Wealth Management held 3,775,121 shares of Dimensional US Core Equity 2 ETF worth $167M as of Q2 2026.
United Wealth Management bought 12,404 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $531K.
Dimensional US Core Equity 2 ETF made up 37.68% of United Wealth Management's portfolio in Q2 2026, its #1 holding.
United Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.