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

Wealth Enhancement Advisory Services’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	$141M	Buy	3,171,700 +188,005	+6%	+$8.04M	0.24%	72
2026 Q1	$117M	Sell	2,983,695 -1,362,805	-31%	-$54.9M	0.24%	76
2025 Q4	$176M	Sell	4,346,500 -61,892	-1%	-$2.42M	0.24%	79
2025 Q3	$170M	Sell	4,408,392 -104,922	-2%	-$3.92M	0.26%	73
2025 Q2	$165M	Sell	4,513,314 -44,089	-1%	-$1.47M	0.27%	68
2025 Q1	$150M	Sell	4,557,403 -270,334	-6%	-$9.38M	0.29%	63
2024 Q4	$167M	Buy	4,827,737 +332,163	+7%	+$11.7M	0.32%	56
2024 Q3	$154M	Sell	4,495,574 -149,071	-3%	-$4.92M	0.33%	56
2024 Q2	$150M	Buy	4,644,645 +122,941	+3%	+$3.88M	0.36%	53
2024 Q1	$144M	Buy	4,521,704 +6,252	+0.1%	+$189K	0.37%	52
2023 Q4	$132M	Buy	4,515,452 +6,414	+0.1%	+$174K	0.38%	49
2023 Q3	$118M	Buy	4,509,038 +4,110,847	+1,032%	+$112M	0.39%	53
2023 Q2	$10.8M	Buy	398,191 +321,244	+417%	+$8.28M	0.12%	86
2023 Q1	$1.96M	Sell	76,947 -2,150	-3%	-$54.5K	0.02%	228
2022 Q4	$2.02M	Buy	79,097 +14,424	+22%	+$351K	0.03%	175
2022 Q3	$1.48M	Buy	64,673 +19,572	+43%	+$481K	0.02%	198
2022 Q2	$1.08M	Buy	45,101 +6,719	+18%	+$170K	0.02%	243
2022 Q1	$1.07M	Hold	38,382	–	–	0.01%	234
2021 Q4	$1.05M	Hold	38,382	–	–	0.02%	215
2021 Q3	$1.08M	Hold	38,382	–	–	0.02%	209
2021 Q2	$1.03M	Buy	+38,382	New	+$1.02M	0.02%	196

Other funds holding DFAC

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFAC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.3% in Q2 2026, buying an estimated $8.04M and bringing the position to 3,171,700 shares worth $141M. The position accounts for 0.24% of the portfolio, ranked #72.

Wealth Enhancement Advisory Services first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $176M in Q4 2025. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wealth Enhancement Advisory Services held 3,171,700 shares of Dimensional US Core Equity 2 ETF worth $141M as of Q2 2026.
Wealth Enhancement Advisory Services bought 188,005 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $8.04M.
Dimensional US Core Equity 2 ETF made up 0.24% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #72 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
Wealth Enhancement Advisory Services's Dimensional US Core Equity 2 ETF position peaked at $176M in Q4 2025.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.