Western Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Western 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 Q1	$5.6M	Sell	144,113 -1,832	-1%	-$73.8K	0.21%	94
2025 Q4	$5.78M	Buy	145,945 +7,130	+5%	+$278K	0.27%	65
2025 Q3	$5.35M	Buy	138,815 +18,938	+16%	+$707K	0.28%	66
2025 Q2	$4.3M	Sell	119,877 -205	-0.2%	-$6.84K	0.25%	81
2025 Q1	$3.96M	Sell	120,082 -17,540	-13%	-$609K	0.26%	81
2024 Q4	$4.76M	Sell	137,622 -1,902	-1%	-$67K	0.31%	64
2024 Q3	$4.78M	Buy	139,524 +2,141	+2%	+$70.7K	0.27%	77
2024 Q2	$4.43M	Sell	137,383 -2,517	-2%	-$79.4K	0.33%	61
2024 Q1	$4.47M	Sell	139,900 -3,056	-2%	-$92.3K	0.35%	62
2023 Q4	$4.18M	Buy	142,956 +890	+0.6%	+$24.1K	0.3%	72
2023 Q3	$3.72M	Sell	142,066 -15,052	-10%	-$411K	0.31%	70
2023 Q2	$4.27M	Buy	157,118 +6,203	+4%	+$160K	0.36%	54
2023 Q1	$3.85M	Buy	150,915 +28,971	+24%	+$734K	0.36%	61
2022 Q4	$2.96M	Sell	121,944 -76,821	-39%	-$1.87M	0.3%	76
2022 Q3	$4.42M	Buy	198,765 +100,829	+103%	+$2.48M	0.25%	89
2022 Q2	$2.28M	Buy	+97,936	New	+$2.48M	0.13%	164
2022 Q1	–	Sell	-49,868	Closed	-$1.45M	–	829
2021 Q4	$1.45M	Buy	+49,868	New	+$1.41M	0.14%	150
2021 Q2	$1.34M	Buy	+49,698	New	+$1.32M	0.14%	162

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Western Wealth Management's DFAC Position: Q1 2026 in Review

Western Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q1 2026, selling an estimated $73.8K and leaving 144,113 shares worth $5.6M. The position accounts for 0.21% of the portfolio, ranked #94.

Western Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.78M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Western Wealth Management held 144,113 shares of Dimensional US Core Equity 2 ETF worth $5.6M as of Q1 2026.
Western Wealth Management sold 1,832 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $73.8K.
Dimensional US Core Equity 2 ETF made up 0.21% of Western Wealth Management's portfolio in Q1 2026, its #94 holding.
Western Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
Western Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $5.78M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.