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Wedmont Private Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wedmont Private Capital’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 		$3.42M Buy
76,679
+17
+0% +$727 0.09% 122
2026
Q1 		$3.1M Sell
76,662
-15,319
-17% -$617K 0.1% 121
2025
Q4 		$3.71M Buy
91,981
+17,206
+23% +$672K 0.13% 94
2025
Q3 		$2.89M Hold
74,775
– – 0.11% 114
2025
Q2 		$2.73M Buy
74,775
+22,729
+44% +$758K 0.12% 107
2025
Q1 		$1.62M Hold
52,046
– – 0.08% 146
2024
Q4 		$1.79M Hold
52,046
– – 0.09% 132
2024
Q3 		$1.77M Sell
52,046
-411
-0.8% -$13.6K 0.1% 118
2024
Q2 		$1.74M Hold
52,457
– – 0.11% 109
2024
Q1 		$1.66M Hold
52,457
– – 0.12% 104
2023
Q4 		$1.52M Buy
52,457
+39,371
+301% +$1.07M 0.12% 105
2023
Q3 		$344K Buy
13,086
+4,700
+56% +$128K 0.03% 338
2023
Q2 		$231K Hold
8,386
– – 0.02% 440
2023
Q1 		$213K Hold
8,386
– – 0.03% 428
2022
Q4 		$208K Buy
+8,386
New +$204K 0.03% 422

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Wedmont Private Capital's DFAC Position: Q2 2026 in Review

Wedmont Private Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.02% in Q2 2026, buying an estimated $727 and bringing the position to 76,679 shares worth $3.42M. The position accounts for 0.09% of the portfolio, ranked #122.

Wedmont Private Capital first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q4 2025. 288 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Wedmont Private Capital held 76,679 shares of Dimensional US Core Equity 2 ETF worth $3.42M as of Q2 2026.
  • Wedmont Private Capital bought 17 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $727.
  • Dimensional US Core Equity 2 ETF made up 0.09% of Wedmont Private Capital's portfolio in Q2 2026, its #122 holding.
  • Wedmont Private Capital first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Dimensional US Core Equity 2 ETF position peaked at $3.71M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.