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Websterrogers Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Websterrogers Financial Advisors’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 		$9.91M Sell
223,457
-12,602
-5% -$539K 2.54% 14
2026
Q1 		$9.17M Sell
236,059
-4,848
-2% -$195K 2.62% 15
2025
Q4 		$9.54M Sell
240,907
-2,159
-0.9% -$84.3K 2.77% 13
2025
Q3 		$9.38M Sell
243,066
-3,800
-2% -$142K 2.81% 13
2025
Q2 		$8.85M Sell
246,866
-1,057
-0.4% -$35.3K 2.81% 13
2025
Q1 		$8.18M Sell
247,923
-25,469
-9% -$884K 2.79% 13
2024
Q4 		$9.46M Sell
273,392
-9,851
-3% -$347K 3.28% 11
2024
Q3 		$9.71M Sell
283,243
-4,671
-2% -$154K 3.4% 10
2024
Q2 		$9.28M Sell
287,914
-2,017
-0.7% -$63.6K 3.31% 12
2024
Q1 		$9.26M Sell
289,931
-140
-0% -$4.23K 3.29% 10
2023
Q4 		$8.48M Sell
290,071
-4,591
-2% -$124K 3.54% 12
2023
Q3 		$7.72M Sell
294,662
-5,671
-2% -$155K 3.4% 11
2023
Q2 		$8.15M Sell
300,333
-8,759
-3% -$226K 3.55% 10
2023
Q1 		$7.88M Buy
309,092
+65
+0% +$1.65K 3.62% 10
2022
Q4 		$7.5M Sell
309,027
-2,778
-0.9% -$67.6K 3.63% 10
2022
Q3 		$6.93M Sell
311,805
-3,732
-1% -$91.6K 3.65% 8
2022
Q2 		$7.35M Sell
315,537
-365
-0.1% -$9.24K 3.59% 8
2022
Q1 		$8.73M Buy
315,902
+27,128
+9% +$743K 4.47% 5
2021
Q4 		$8.37M Sell
288,774
-34,658
-11% -$978K 1.89% 11
2021
Q3 		$8.59M Sell
323,432
-121
-0% -$3.29K 1.99% 11
2021
Q2 		$8.43M Buy
+323,553
New +$8.6M 2.01% 10

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Websterrogers Financial Advisors's DFAC Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.3% in Q2 2026, selling an estimated $539K and leaving 223,457 shares worth $9.91M. The position accounts for 2.54% of the portfolio, ranked #14.

Websterrogers Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Websterrogers Financial Advisors held 223,457 shares of Dimensional US Core Equity 2 ETF worth $9.91M as of Q2 2026.
  • Websterrogers Financial Advisors sold 12,602 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $539K.
  • Dimensional US Core Equity 2 ETF made up 2.54% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Websterrogers Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.