Wealthcare Advisory Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wealthcare Advisory Partners’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	$41.1M	Sell	925,525 -31,421	-3%	-$1.34M	0.78%	24
2026 Q1	$37.2M	Sell	956,946 -592,049	-38%	-$23.9M	0.72%	27
2025 Q4	$61.3M	Buy	1,548,995 +29,884	+2%	+$1.17M	1.2%	14
2025 Q3	$58.6M	Buy	1,519,111 +90,375	+6%	+$3.37M	1.22%	14
2025 Q2	$51.2M	Buy	1,428,736 +39,868	+3%	+$1.33M	1.17%	14
2025 Q1	$45.8M	Buy	1,388,868 +681,936	+96%	+$23.7M	1.23%	14
2024 Q4	$24.5M	Buy	706,932 +40,956	+6%	+$1.44M	0.68%	29
2024 Q3	$22.8M	Sell	665,976 -3,798	-0.6%	-$125K	0.65%	31
2024 Q2	$21.6M	Buy	669,774 +61,422	+10%	+$1.94M	0.67%	32
2024 Q1	$19.4M	Buy	608,352 +368	+0.1%	+$11.1K	0.64%	33
2023 Q4	$17.8M	Buy	607,984 +58,912	+11%	+$1.59M	0.71%	37
2023 Q3	$14.4M	Sell	549,072 -25,482	-4%	-$695K	0.66%	38
2023 Q2	$15.6M	Buy	574,554 +14,153	+3%	+$365K	0.7%	37
2023 Q1	$14.3M	Buy	560,401 +52,162	+10%	+$1.32M	0.61%	37
2022 Q4	$12.3M	Buy	508,239 +8,138	+2%	+$198K	0.59%	40
2022 Q3	$11.1M	Sell	500,101 -4,359	-0.9%	-$107K	0.63%	35
2022 Q2	$11.8M	Buy	+504,460	New	+$12.8M	0.71%	35
2022 Q1	–	Sell	-326,827	Closed	-$9.47M	–	550
2021 Q4	$9.47M	Buy	326,827 +112,888	+53%	+$3.19M	0.57%	37
2021 Q3	$5.68M	Buy	213,939 +70,172	+49%	+$1.91M	0.37%	43
2021 Q2	$3.88M	Buy	+143,767	New	+$3.82M	0.26%	56

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wealthcare Advisory Partners's DFAC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.3% in Q2 2026, selling an estimated $1.34M and leaving 925,525 shares worth $41.1M. The position accounts for 0.78% of the portfolio, ranked #24.

Wealthcare Advisory Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $61.3M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wealthcare Advisory Partners held 925,525 shares of Dimensional US Core Equity 2 ETF worth $41.1M as of Q2 2026.
Wealthcare Advisory Partners sold 31,421 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.34M.
Dimensional US Core Equity 2 ETF made up 0.78% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #24 holding.
Wealthcare Advisory Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
Wealthcare Advisory Partners's Dimensional US Core Equity 2 ETF position peaked at $61.3M in Q4 2025.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.