Wealthspire Advisors (New York)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wealthspire Advisors (New York)’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	$335M	Buy	7,548,752 +43,777	+0.6%	+$1.87M	1.84%	11
2026 Q1	$292M	Sell	7,504,975 -17,860	-0.2%	-$720K	2.29%	11
2025 Q4	$298M	Sell	7,522,835 -156,016	-2%	-$6.09M	2.37%	9
2025 Q3	$296M	Sell	7,678,851 -186,850	-2%	-$6.97M	1.55%	16
2025 Q2	$282M	Sell	7,865,701 -453,305	-5%	-$15.1M	1.58%	16
2025 Q1	$274M	Buy	8,319,006 +342,800	+4%	+$11.9M	1.64%	15
2024 Q4	$276M	Buy	7,976,206 +75,171	+1%	+$2.65M	2.74%	9
2024 Q3	$271M	Buy	7,901,035 +7,653,788	+3,096%	+$253M	2.76%	9
2024 Q2	$7.97M	Buy	247,247 +20,465	+9%	+$645K	0.1%	92
2024 Q1	$7.25M	Buy	226,782 +28,844	+15%	+$871K	0.1%	92
2023 Q4	$5.79M	Buy	+197,938	New	+$5.36M	0.08%	106

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

Wealthspire Advisors (New York)'s DFAC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.58% in Q2 2026, buying an estimated $1.87M and bringing the position to 7,548,752 shares worth $335M. The position accounts for 1.84% of the portfolio, ranked #11.

Wealthspire Advisors (New York) first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Wealthspire Advisors (New York) held 7,548,752 shares of Dimensional US Core Equity 2 ETF worth $335M as of Q2 2026.
Wealthspire Advisors (New York) bought 43,777 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.87M.
Dimensional US Core Equity 2 ETF made up 1.84% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #11 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.