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Warwick Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Warwick Investment 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 		$113M Sell
2,547,034
-52,219
-2% -$2.23M 12.68% 2
2026
Q1 		$101M Sell
2,599,253
-7,087
-0.3% -$286K 14.64% 2
2025
Q4 		$103M Buy
2,606,340
+162,163
+7% +$6.33M 15.9% 2
2025
Q3 		$94.3M Sell
2,444,177
-52,628
-2% -$1.96M 16.36% 2
2025
Q2 		$89.5M Sell
2,496,805
-18,254
-0.7% -$609K 17.36% 2
2025
Q1 		$83M Sell
2,515,059
-49,054
-2% -$1.7M 17.24% 2
2024
Q4 		$88.7M Sell
2,564,113
-120,285
-4% -$4.24M 18.27% 2
2024
Q3 		$92M Sell
2,684,398
-13,742
-0.5% -$454K 21.82% 2
2024
Q2 		$87M Buy
2,698,140
+160,605
+6% +$5.06M 20.37% 2
2024
Q1 		$81.1M Sell
2,537,535
-233,387
-8% -$7.05M 19.43% 2
2023
Q4 		$81M Sell
2,770,922
-298
-0% -$8.06K 23.82% 1
2023
Q3 		$72.6M Buy
2,771,220
+4,871
+0.2% +$133K 27.2% 1
2023
Q2 		$75.1M Sell
2,766,349
-10,440
-0.4% -$269K 29.51% 1
2023
Q1 		$70.8M Sell
2,776,789
-10,420
-0.4% -$264K 30.02% 1
2022
Q4 		$67.7M Sell
2,787,209
-22,235
-0.8% -$541K 27.63% 1
2022
Q3 		$62.5M Buy
2,809,444
+3,550
+0.1% +$87.2K 36.95% 1
2022
Q2 		$65.4M Buy
2,805,894
+8,940
+0.3% +$226K 31.74% 1
2022
Q1 		$77.1M Sell
2,796,954
-18,950
-0.7% -$519K 33.63% 1
2021
Q4 		$81.6M Buy
+2,815,904
New +$79.5M 41.25% 1

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
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

Warwick Investment Management's DFAC Position: Q2 2026 in Review

Warwick Investment Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2% in Q2 2026, selling an estimated $2.23M and leaving 2,547,034 shares worth $113M. The position accounts for 12.68% of the portfolio, ranked #2.

Warwick Investment Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Warwick Investment Management held 2,547,034 shares of Dimensional US Core Equity 2 ETF worth $113M as of Q2 2026.
  • Warwick Investment Management sold 52,219 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.23M.
  • Dimensional US Core Equity 2 ETF made up 12.68% of Warwick Investment Management's portfolio in Q2 2026, its #2 holding.
  • Warwick Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.