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

Wealth Management Strategies’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 		$28.7M Buy
647,044
+16,315
+3% +$698K 11.22% 3
2026
Q1 		$24.5M Buy
630,729
+17,958
+3% +$723K 11.09% 3
2025
Q4 		$24.3M Buy
612,771
+25,026
+4% +$977K 11.17% 3
2025
Q3 		$22.7M Buy
587,745
+5,329
+0.9% +$199K 11.23% 3
2025
Q2 		$20.9M Buy
582,416
+91,101
+19% +$3.04M 11.22% 2
2025
Q1 		$16.2M Buy
491,315
+33,266
+7% +$1.15M 10.84% 2
2024
Q4 		$15.8M Buy
+458,049
New +$16.1M 12.12% 2

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 Management Strategies's DFAC Position: Q2 2026 in Review

Wealth Management Strategies increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q2 2026, buying an estimated $698K and bringing the position to 647,044 shares worth $28.7M. The position accounts for 11.22% of the portfolio, ranked #3.

Wealth Management Strategies first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealth Management Strategies held 647,044 shares of Dimensional US Core Equity 2 ETF worth $28.7M as of Q2 2026.
  • Wealth Management Strategies bought 16,315 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $698K.
  • Dimensional US Core Equity 2 ETF made up 11.22% of Wealth Management Strategies's portfolio in Q2 2026, its #3 holding.
  • Wealth Management Strategies first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.