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Werba Rubin Papier Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Werba Rubin Papier Wealth Management’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 		$6.19M Buy
139,544
+793
+0.6% +$33.9K 0.75% 23
2026
Q1 		$5.39M Buy
138,751
+3,543
+3% +$143K 0.75% 22
2025
Q4 		$5.35M Buy
135,208
+6,357
+5% +$248K 1.45% 17
2025
Q3 		$4.97M Buy
128,851
+512
+0.4% +$19.1K 0.8% 23
2025
Q2 		$4.6M Buy
128,339
+11,471
+10% +$383K 0.86% 22
2025
Q1 		$3.86M Buy
116,868
+19,556
+20% +$679K 0.84% 20
2024
Q4 		$3.37M Buy
97,312
+222
+0.2% +$7.82K 0.79% 23
2024
Q3 		$3.33M Buy
97,090
+211
+0.2% +$6.97K 0.78% 23
2024
Q2 		$3.12M Buy
96,879
+1,011
+1% +$31.9K 0.86% 21
2024
Q1 		$3.06M Sell
95,868
-1,622
-2% -$49K 0.89% 18
2023
Q4 		$2.85M Buy
97,490
+275
+0.3% +$7.44K 0.97% 20
2023
Q3 		$2.55M Sell
97,215
-1,047
-1% -$28.6K 0.91% 22
2023
Q2 		$2.67M Sell
98,262
-2,531
-3% -$65.2K 0.93% 20
2023
Q1 		$2.57M Buy
100,793
+192
+0.2% +$4.86K 1.01% 19
2022
Q4 		$2.44M Buy
+100,601
New +$2.45M 1.01% 17

Other funds holding DFAC

Mercer Global Advisors
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
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

Werba Rubin Papier Wealth Management's DFAC Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.57% in Q2 2026, buying an estimated $33.9K and bringing the position to 139,544 shares worth $6.19M. The position accounts for 0.75% of the portfolio, ranked #23.

Werba Rubin Papier Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 139,544 shares of Dimensional US Core Equity 2 ETF worth $6.19M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 793 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $33.9K.
  • Dimensional US Core Equity 2 ETF made up 0.75% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.