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

USAdvisors 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
Q1 		$3.66M Buy
96,701
+103
+0.1% +$4.15K 1.21% 30
2025
Q4 		$3.82M Sell
96,598
-5,104
-5% -$199K 1.26% 29
2025
Q3 		$3.92M Buy
101,702
+3,238
+3% +$121K 1.35% 27
2025
Q2 		$3.53M Buy
98,464
+963
+1% +$32.1K 1.31% 26
2025
Q1 		$3.22M Sell
97,501
-93,961
-49% -$3.26M 1.12% 25
2024
Q4 		$6.62M Sell
191,462
-1,683
-0.9% -$59.3K 2.15% 11
2024
Q3 		$6.6M Sell
193,145
-10,456
-5% -$345K 2.31% 10
2024
Q2 		$6.56M Sell
203,601
-11,391
-5% -$359K 2.31% 9
2024
Q1 		$6.85M Buy
214,992
+27,038
+14% +$816K 2.59% 7
2023
Q4 		$5.49M Sell
187,954
-5,688
-3% -$154K 2.28% 10
2023
Q3 		$5.07M Buy
193,642
+33,461
+21% +$913K 2.26% 13
2023
Q2 		$4.35M Buy
160,181
+29,488
+23% +$760K 2.06% 16
2023
Q1 		$3.33M Buy
130,693
+28,949
+28% +$733K 1.59% 22
2022
Q4 		$2.47M Buy
101,744
+38,000
+60% +$924K 1.19% 27
2022
Q3 		$1.42M Buy
63,744
+32,241
+102% +$792K 0.73% 35
2022
Q2 		$734K Buy
31,503
+565
+2% +$14.3K 0.37% 62
2022
Q1 		$853K Buy
30,938
+19
+0.1% +$520 0.36% 65
2021
Q4 		$896K Buy
30,919
+2,528
+9% +$71.3K 0.36% 59
2021
Q3 		$754K Sell
28,391
-43
-0.2% -$1.17K 0.33% 64
2021
Q2 		$767K Buy
+28,434
New +$756K 0.42% 61

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

USAdvisors Wealth Management's DFAC Position: Q1 2026 in Review

USAdvisors Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.11% in Q1 2026, buying an estimated $4.15K and bringing the position to 96,701 shares worth $3.66M. The position accounts for 1.21% of the portfolio, ranked #30.

USAdvisors Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.85M in Q1 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • USAdvisors Wealth Management held 96,701 shares of Dimensional US Core Equity 2 ETF worth $3.66M as of Q1 2026.
  • USAdvisors Wealth Management bought 103 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $4.15K.
  • Dimensional US Core Equity 2 ETF made up 1.21% of USAdvisors Wealth Management's portfolio in Q1 2026, its #30 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • USAdvisors Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $6.85M in Q1 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.