Wallace Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wallace Advisory Group’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	$377K	Buy	9,705 +25	+0.3%	+$1.01K	0.4%	55
2025 Q4	$383K	Buy	9,680 +49	+0.5%	+$1.91K	0.4%	62
2025 Q3	$345K	Buy	9,631 +28	+0.3%	+$1.04K	0.28%	108
2025 Q2	$317K	Buy	9,603 +24	+0.3%	+$801	0.23%	127
2025 Q1	$331K	Buy	9,579 +28	+0.3%	+$972	0.23%	127
2024 Q4	$328K	Buy	9,551 +26	+0.3%	+$916	0.23%	125
2024 Q3	$307K	Hold	9,525	–	–	0.22%	119
2024 Q2	$307K	Buy	9,525 +48	+0.5%	+$1.51K	0.22%	123
2024 Q1	$277K	Buy	9,477 +33	+0.3%	+$996	0.21%	125
2023 Q4	$247K	Buy	9,444 +35	+0.4%	+$947	0.19%	127
2023 Q3	$255K	Buy	9,409 +32	+0.3%	+$873	0.18%	134
2023 Q2	$239K	Hold	9,377	–	–	0.18%	137
2023 Q1	$239K	Buy	9,377 +23	+0.2%	+$583	0.18%	137
2022 Q4	$227K	Buy	+9,354	New	+$228K	0.18%	133

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wallace Advisory Group's DFAC Position: Q1 2026 in Review

Wallace Advisory Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.26% in Q1 2026, buying an estimated $1.01K and bringing the position to 9,705 shares worth $377K. The position accounts for 0.4% of the portfolio, ranked #55.

Wallace Advisory Group first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $383K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Wallace Advisory Group held 9,705 shares of Dimensional US Core Equity 2 ETF worth $377K as of Q1 2026.
Wallace Advisory Group bought 25 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.01K.
Dimensional US Core Equity 2 ETF made up 0.4% of Wallace Advisory Group's portfolio in Q1 2026, its #55 holding.
Wallace Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Dimensional US Core Equity 2 ETF position peaked at $383K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.