VFIC
DFAC icon

Valley Forge Investment Consultants’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Valley Forge Investment Consultants’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 		$1.54M Hold
39,579
– – 0.46% 23
2025
Q4 		$1.57M Hold
39,579
– – 0.46% 21
2025
Q3 		$1.53M Buy
39,579
+1,421
+4% +$53K 0.45% 24
2025
Q2 		$1.37M Sell
38,158
-30,402
-44% -$1.01M 0.44% 26
2025
Q1 		$2.26M Hold
68,560
– – 0.81% 15
2024
Q4 		$2.37M Hold
68,560
– – 0.81% 15
2024
Q3 		$2.35M Hold
68,560
– – 0.82% 14
2024
Q2 		$2.21M Hold
68,560
– – 0.84% 14
2024
Q1 		$2.19M Hold
68,560
– – 0.85% 15
2023
Q4 		$2M Hold
68,560
– – 0.89% 14
2023
Q3 		$1.8M Buy
+68,560
New +$1.87M 0.82% 19

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 $7.79B AUM 20.38% 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

Valley Forge Investment Consultants's DFAC Position: Q1 2026 in Review

Valley Forge Investment Consultants held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 39,579 shares worth $1.54M. The position accounts for 0.46% of the portfolio, ranked #23.

Valley Forge Investment Consultants first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Valley Forge Investment Consultants held 39,579 shares of Dimensional US Core Equity 2 ETF worth $1.54M as of Q1 2026.
  • Valley Forge Investment Consultants left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.46% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #23 holding.
  • Valley Forge Investment Consultants first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • Valley Forge Investment Consultants's Dimensional US Core Equity 2 ETF position peaked at $2.37M in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.