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 Q2	$1.76M	Hold	39,579	–	–	0.45%	22
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 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 Boston, Massachusetts $97.6B AUM 29.43% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Valley Forge Investment Consultants's DFAC Position: Q2 2026 in Review

Valley Forge Investment Consultants held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 39,579 shares worth $1.76M. The position accounts for 0.45% of the portfolio, ranked #22.

Valley Forge Investment Consultants first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2024. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Valley Forge Investment Consultants held 39,579 shares of Dimensional US Core Equity 2 ETF worth $1.76M as of Q2 2026.
Valley Forge Investment Consultants left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.45% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #22 holding.
Valley Forge Investment Consultants first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
Valley Forge Investment Consultants's Dimensional US Core Equity 2 ETF position peaked at $2.37M in Q4 2024.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.