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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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. 297 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.
297 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.