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

Wealth Enhancement Trust 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 		$713K Buy
16,063
+12,815
+395% +$548K 0.08% 186
2026
Q1 		$126K Sell
3,248
-678
-17% -$27.3K 0.02% 320
2025
Q4 		$155K Buy
+3,926
New +$153K 0.02% 287

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 Enhancement Trust Services's DFAC Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 395% in Q2 2026, buying an estimated $548K and bringing the position to 16,063 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #186.

Wealth Enhancement Trust Services first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealth Enhancement Trust Services held 16,063 shares of Dimensional US Core Equity 2 ETF worth $713K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 12,815 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $548K.
  • Dimensional US Core Equity 2 ETF made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #186 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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