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

Wealthspan 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 		$3.93M Buy
88,666
+5,978
+7% +$256K 1.24% 27
2026
Q1 		$3.21M Sell
82,688
-205
-0.2% -$8.26K 1.13% 26
2025
Q4 		$3.28M Sell
82,893
-3,983
-5% -$155K 1.19% 24
2025
Q3 		$3.35M Buy
86,876
+2,573
+3% +$96K 1.28% 23
2025
Q2 		$3.02M Sell
84,303
-5,841
-6% -$195K 1.25% 23
2025
Q1 		$2.97M Sell
90,144
-117
-0.1% -$4.06K 1.37% 20
2024
Q4 		$3.12M Sell
90,261
-4,126
-4% -$145K 1.49% 18
2024
Q3 		$3.24M Buy
94,387
+2,045
+2% +$67.5K 1.6% 17
2024
Q2 		$2.98M Buy
92,342
+3,474
+4% +$110K 1.64% 16
2024
Q1 		$2.84M Buy
88,868
+20,346
+30% +$614K 1.67% 16
2023
Q4 		$2M Buy
68,522
+38,629
+129% +$1.05M 1.4% 17
2023
Q3 		$783K Buy
29,893
+18,544
+163% +$506K 0.62% 30
2023
Q2 		$308K Buy
+11,349
New +$293K 0.24% 66

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

Wealthspan Partners's DFAC Position: Q2 2026 in Review

Wealthspan Partners increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.2% in Q2 2026, buying an estimated $256K and bringing the position to 88,666 shares worth $3.93M. The position accounts for 1.24% of the portfolio, ranked #27.

Wealthspan Partners first reported a position in DFAC in Q2 2023 and has held it in 13 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wealthspan Partners held 88,666 shares of Dimensional US Core Equity 2 ETF worth $3.93M as of Q2 2026.
  • Wealthspan Partners bought 5,978 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $256K.
  • Dimensional US Core Equity 2 ETF made up 1.24% of Wealthspan Partners's portfolio in Q2 2026, its #27 holding.
  • Wealthspan Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.