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Wealthcare Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wealthcare Capital Management’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 		$261K Sell
5,891
-3,075
-34% -$132K 0.02% 91
2026
Q1 		$348K Buy
8,966
+2
+0% +$81 0.03% 74
2025
Q4 		$355K Sell
8,964
-151
-2% -$5.89K 0.04% 69
2025
Q3 		$352K Sell
9,115
-292
-3% -$10.9K 0.04% 66
2025
Q2 		$337K Buy
9,407
+406
+5% +$13.5K 0.04% 63
2025
Q1 		$297K Buy
9,001
+80
+0.9% +$2.78K 0.03% 70
2024
Q4 		$309K Sell
8,921
-1,280
-13% -$45.1K 0.03% 72
2024
Q3 		$350K Sell
10,201
-148
-1% -$4.89K 0.04% 64
2024
Q2 		$334K Sell
10,349
-128
-1% -$4.04K 0.04% 63
2024
Q1 		$335K Sell
10,477
-754
-7% -$22.8K 0.04% 64
2023
Q4 		$328K Sell
11,231
-1,892
-14% -$51.2K 0.04% 63
2023
Q3 		$344K Buy
13,123
+1,370
+12% +$37.4K 0.04% 56
2023
Q2 		$319K Sell
11,753
-4,871
-29% -$126K 0.04% 58
2023
Q1 		$424K Buy
16,624
+95
+0.6% +$2.41K 0.05% 51
2022
Q4 		$401K Buy
16,529
+1,318
+9% +$32.1K 0.05% 54
2022
Q3 		$338K Sell
15,211
-4,012
-21% -$98.5K 0.04% 54
2022
Q2 		$448K Buy
+19,223
New +$487K 0.05% 44
2022
Q1 		– Sell
-26,132
Closed -$787K – 81
2021
Q4 		$787K Buy
26,132
+13,697
+110% +$387K 0.07% 40
2021
Q3 		$330K Buy
12,435
+773
+7% +$21K 0.03% 63
2021
Q2 		$315K Buy
+11,662
New +$310K 0.03% 62

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

Wealthcare Capital Management's DFAC Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 34% in Q2 2026, selling an estimated $132K and leaving 5,891 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #91.

Wealthcare Capital Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $787K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealthcare Capital Management held 5,891 shares of Dimensional US Core Equity 2 ETF worth $261K as of Q2 2026.
  • Wealthcare Capital Management sold 3,075 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $132K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #91 holding.
  • Wealthcare Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Wealthcare Capital Management's Dimensional US Core Equity 2 ETF position peaked at $787K in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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