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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

Wealthspan Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.25% in Q1 2026, selling an estimated $8.26K and leaving 82,688 shares worth $3.21M. The position accounts for 1.13% of the portfolio, ranked #26.

Wealthspan Partners first reported a position in DFAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.35M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Wealthspan Partners held 82,688 shares of Dimensional US Core Equity 2 ETF worth $3.21M as of Q1 2026.
Wealthspan Partners sold 205 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $8.26K.
Dimensional US Core Equity 2 ETF made up 1.13% of Wealthspan Partners's portfolio in Q1 2026, its #26 holding.
Wealthspan Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
Wealthspan Partners's Dimensional US Core Equity 2 ETF position peaked at $3.35M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.