Vestment Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Vestment Financial’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	$49.7M	Buy	1,118,049 +9,643	+0.9%	+$413K	22.27%	1
2026 Q1	$46.7M	Buy	1,108,406 +70,874	+7%	+$2.86M	21.99%	1
2025 Q4	$42.2M	Buy	1,037,532 +28,830	+3%	+$1.13M	21.89%	1
2025 Q3	$39.1M	Buy	1,008,702 +3,929	+0.4%	+$147K	22.3%	1
2025 Q2	$36.3M	Buy	1,004,773 +30,294	+3%	+$1.01M	23.04%	1
2025 Q1	$32.3M	Buy	974,479 +20,781	+2%	+$721K	23.2%	1
2024 Q4	$33.1M	Buy	+953,698	New	+$33.6M	25.33%	1

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Vestment Financial's DFAC Position: Q2 2026 in Review

Vestment Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.87% in Q2 2026, buying an estimated $413K and bringing the position to 1,118,049 shares worth $49.7M. The position accounts for 22.27% of the portfolio, ranked #1.

Vestment Financial first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Vestment Financial held 1,118,049 shares of Dimensional US Core Equity 2 ETF worth $49.7M as of Q2 2026.
Vestment Financial bought 9,643 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $413K.
Dimensional US Core Equity 2 ETF made up 22.27% of Vestment Financial's portfolio in Q2 2026, its #1 holding.
Vestment Financial first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.