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Vestia Personal Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Vestia Personal 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
Q1 		$19.7M Buy
603,957
+150,035
+33% +$6.04M 9.24% 2
2025
Q4 		$18M Buy
453,922
+31,182
+7% +$1.22M 9.17% 2
2025
Q3 		$16M Buy
422,740
+66,280
+19% +$2.47M 9.26% 2
2025
Q2 		$12.8M Buy
356,460
+40,182
+13% +$1.34M 8.75% 2
2025
Q1 		$10.4M Buy
316,278
+36,694
+13% +$1.27M 8.25% 3
2024
Q4 		$9.67M Buy
279,584
+27,303
+11% +$962K 7.96% 3
2024
Q3 		$8.64M Buy
252,281
+22,821
+10% +$754K 8.14% 4
2024
Q2 		$7.39M Buy
+229,460
New +$7.24M 7.88% 4

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

Vestia Personal Wealth Advisors's DFAC Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 33% in Q1 2026, buying an estimated $6.04M and bringing the position to 603,957 shares worth $19.7M. The position accounts for 9.24% of the portfolio, ranked #2.

Vestia Personal Wealth Advisors first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Vestia Personal Wealth Advisors held 603,957 shares of Dimensional US Core Equity 2 ETF worth $19.7M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 150,035 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.04M.
  • Dimensional US Core Equity 2 ETF made up 9.24% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.