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Warburton Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Warburton Capital Management’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 		$91.2M Buy
2,055,556
+23,575
+1% +$1.01M 37.09% 1
2026
Q1 		$82.5M Sell
2,031,981
-1,990
-0.1% -$80.2K 40.24% 1
2025
Q4 		$80.5M Sell
2,033,971
-1,311
-0.1% -$51.2K 45.47% 1
2025
Q3 		$78.7M Sell
2,035,282
-274,010
-12% -$10.2M 47.36% 1
2025
Q2 		$85.2M Buy
2,309,292
+59,167
+3% +$1.97M 50.47% 1
2025
Q1 		$74.2M Sell
2,250,125
-12,584
-0.6% -$437K 53.73% 1
2024
Q4 		$78.3M Buy
+2,262,709
New +$79.7M 58.63% 1

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Warburton Capital Management's DFAC Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q2 2026, buying an estimated $1.01M and bringing the position to 2,055,556 shares worth $91.2M. The position accounts for 37.09% of the portfolio, ranked #1.

Warburton Capital Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Warburton Capital Management held 2,055,556 shares of Dimensional US Core Equity 2 ETF worth $91.2M as of Q2 2026.
  • Warburton Capital Management bought 23,575 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional US Core Equity 2 ETF made up 37.09% of Warburton Capital Management's portfolio in Q2 2026, its #1 holding.
  • Warburton Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.