VSM Wealth Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

VSM Wealth Advisory’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	$9.93M	Buy	223,945 +4,102	+2%	+$175K	2.64%	16
2026 Q1	$8.54M	Buy	219,843 +8,822	+4%	+$355K	2.55%	16
2025 Q4	$8.35M	Buy	211,021 +2,114	+1%	+$82.5K	2.51%	16
2025 Q3	$8.06M	Buy	208,907 +14,065	+7%	+$525K	2.51%	16
2025 Q2	$6.98M	Buy	194,842 +13,376	+7%	+$446K	2.31%	17
2025 Q1	$5.99M	Buy	181,466 +13,769	+8%	+$478K	2.15%	16
2024 Q4	$5.8M	Buy	+167,697	New	+$5.91M	2.07%	15

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

VSM Wealth Advisory's DFAC Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.9% in Q2 2026, buying an estimated $175K and bringing the position to 223,945 shares worth $9.93M. The position accounts for 2.64% of the portfolio, ranked #16.

VSM Wealth Advisory first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

VSM Wealth Advisory held 223,945 shares of Dimensional US Core Equity 2 ETF worth $9.93M as of Q2 2026.
VSM Wealth Advisory bought 4,102 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $175K.
Dimensional US Core Equity 2 ETF made up 2.64% of VSM Wealth Advisory's portfolio in Q2 2026, its #16 holding.
VSM Wealth Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.