VWA
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Valued Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Valued Wealth Advisors’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 		$5.95M Buy
134,138
+2,876
+2% +$123K 2.16% 10
2026
Q1 		$5.1M Sell
131,262
-23,486
-15% -$946K 2.07% 10
2025
Q4 		$6.13M Sell
154,748
-653
-0.4% -$25.5K 2.69% 9
2025
Q3 		$5.99M Sell
155,401
-1,511
-1% -$56.4K 2.78% 9
2025
Q2 		$5.62M Sell
156,912
-3,799
-2% -$127K 2.93% 9
2025
Q1 		$5.3M Sell
160,711
-1,167
-0.7% -$40.5K 3.18% 8
2024
Q4 		$5.6M Sell
161,878
-13,993
-8% -$493K 3.51% 8
2024
Q3 		$6.03M Buy
175,871
+8,281
+5% +$274K 3.91% 8
2024
Q2 		$5.4M Buy
167,590
+1,696
+1% +$53.5K 3.71% 8
2024
Q1 		$5.3M Sell
165,894
-36,830
-18% -$1.11M 3.75% 8
2023
Q4 		$5.31M Buy
+202,724
New +$5.49M 4.91% 8

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Valued Wealth Advisors's DFAC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q2 2026, buying an estimated $123K and bringing the position to 134,138 shares worth $5.95M. The position accounts for 2.16% of the portfolio, ranked #10.

Valued Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q4 2025. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Valued Wealth Advisors held 134,138 shares of Dimensional US Core Equity 2 ETF worth $5.95M as of Q2 2026.
  • Valued Wealth Advisors bought 2,876 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $123K.
  • Dimensional US Core Equity 2 ETF made up 2.16% of Valued Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Valued Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $6.13M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.