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Kinetic Wealth Investment Advisors LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$396K Buy
+8,926
New +$382K 0.19% 43

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Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Kinetic Wealth Investment Advisors LLC's DFAC Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 8,926 shares worth $396K. The stake represents 0.19% of the portfolio and ranks #43 among its holdings.

1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 8,926 shares of Dimensional US Core Equity 2 ETF worth $396K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.19% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #43 holding.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.