VA
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Valmark Advisers’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Valmark Advisers’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 		$557K Buy
14,345
+1
+0% +$40 0.01% 446
2025
Q4 		$568K Buy
14,344
+493
+4% +$19.2K 0.01% 423
2025
Q3 		$534K Buy
13,851
+477
+4% +$17.8K 0.01% 426
2025
Q2 		$479K Buy
13,374
+195
+1% +$6.5K 0.01% 448
2025
Q1 		$435K Buy
13,179
+229
+2% +$7.95K 0.01% 452
2024
Q4 		$448K Buy
+12,950
New +$456K 0.01% 441
2022
Q4 		– Sell
-12,878
Closed -$286K – 448
2022
Q3 		$286K Sell
12,878
-62
-0.5% -$1.52K 0.01% 356
2022
Q2 		$302K Hold
12,940
– – 0.01% 348
2022
Q1 		$357K Sell
12,940
-1,400
-10% -$38.3K 0.01% 343
2021
Q4 		$415K Buy
+14,340
New +$405K 0.01% 304

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

Valmark Advisers's DFAC Position: Q1 2026 in Review

Valmark Advisers increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q1 2026, buying an estimated $40 and bringing the position to 14,345 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #446.

Valmark Advisers first reported a position in DFAC in Q4 2021 and has held it in 10 quarters since. The position peaked at $568K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Valmark Advisers held 14,345 shares of Dimensional US Core Equity 2 ETF worth $557K as of Q1 2026.
  • Valmark Advisers bought 1 Dimensional US Core Equity 2 ETF share in Q1 2026, an estimated $40.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #446 holding.
  • Valmark Advisers first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 10 quarters since.
  • Valmark Advisers's Dimensional US Core Equity 2 ETF position peaked at $568K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.