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

Wealth Architects’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 		$7.55M Buy
170,302
+6,059
+4% +$259K 0.6% 34
2026
Q1 		$6.38M Buy
164,243
+10,395
+7% +$419K 0.57% 34
2025
Q4 		$6.09M Buy
153,848
+3,575
+2% +$140K 0.55% 36
2025
Q3 		$5.8M Buy
150,273
+9,473
+7% +$354K 0.55% 35
2025
Q2 		$5.05M Buy
140,800
+6,180
+5% +$206K 0.51% 36
2025
Q1 		$4.44M Buy
134,620
+10,569
+9% +$367K 0.49% 34
2024
Q4 		$4.29M Buy
124,051
+2,312
+2% +$81.4K 0.48% 35
2024
Q3 		$4.17M Buy
121,739
+2,793
+2% +$92.3K 0.47% 35
2024
Q2 		$3.83M Sell
118,946
-4,178
-3% -$132K 0.47% 37
2024
Q1 		$3.93M Buy
123,124
+1,669
+1% +$50.4K 0.52% 30
2023
Q4 		$3.55M Buy
121,455
+6,037
+5% +$163K 0.5% 29
2023
Q3 		$3.02M Buy
115,418
+5,467
+5% +$149K 0.51% 32
2023
Q2 		$2.99M Buy
109,951
+17,418
+19% +$449K 0.49% 33
2023
Q1 		$2.36M Buy
92,533
+31,311
+51% +$793K 0.42% 37
2022
Q4 		$1.49M Buy
61,222
+7,451
+14% +$181K 0.28% 47
2022
Q3 		$1.2M Buy
53,771
+12,865
+31% +$316K 0.25% 47
2022
Q2 		$953K Sell
40,906
-3,461
-8% -$87.6K 0.19% 57
2022
Q1 		$1.22M Buy
44,367
+10,213
+30% +$280K 0.21% 47
2021
Q4 		$989K Buy
34,154
+14,580
+74% +$411K 0.17% 61
2021
Q3 		$520K Buy
+19,574
New +$532K 0.1% 96

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

Wealth Architects's DFAC Position: Q2 2026 in Review

Wealth Architects increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.7% in Q2 2026, buying an estimated $259K and bringing the position to 170,302 shares worth $7.55M. The position accounts for 0.6% of the portfolio, ranked #34.

Wealth Architects first reported a position in DFAC in Q3 2021 and has held it in 20 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealth Architects held 170,302 shares of Dimensional US Core Equity 2 ETF worth $7.55M as of Q2 2026.
  • Wealth Architects bought 6,059 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $259K.
  • Dimensional US Core Equity 2 ETF made up 0.6% of Wealth Architects's portfolio in Q2 2026, its #34 holding.
  • Wealth Architects first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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