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

Wealth Preservation Advisors’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 		– Sell
-3,087
Closed -$120K – 306
2026
Q1 		$120K Hold
3,087
– – 0.1% 91
2025
Q4 		$122K Hold
3,087
– – 0.06% 122
2025
Q3 		$119K Hold
3,087
– – 0.07% 116
2025
Q2 		$111K Hold
3,087
– – 0.07% 125
2025
Q1 		$102K Buy
+3,087
New +$107K 0.07% 119

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 Preservation Advisors's DFAC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 3,087 shares — an estimated $120K sold.

Wealth Preservation Advisors first reported a position in DFAC in Q1 2025 and held it in 5 quarters. The position peaked at $122K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3,087 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $120K.
  • Wealth Preservation Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Dimensional US Core Equity 2 ETF position peaked at $122K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.