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

WestHill 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	$3.84M	Hold	86,551	–	–	0.65%	18
2026 Q1	$3.36M	Sell	86,551 -287	-0.3%	-$11.6K	0.64%	18
2025 Q4	$3.44M	Hold	86,838	–	–	0.65%	18
2025 Q3	$3.35M	Hold	86,838	–	–	0.66%	17
2025 Q2	$3.11M	Hold	86,838	–	–	0.66%	18
2025 Q1	$2.86M	Sell	86,838 -280	-0.3%	-$9.72K	0.66%	17
2024 Q4	$3.01M	Hold	87,118	–	–	0.68%	18
2024 Q3	$2.99M	Hold	87,118	–	–	0.67%	18
2024 Q2	$2.81M	Sell	87,118 -617	-0.7%	-$19.5K	0.68%	19
2024 Q1	$2.8M	Hold	87,735	–	–	0.69%	19
2023 Q4	$2.56M	Hold	87,735	–	–	0.68%	19
2023 Q3	$2.3M	Sell	87,735 -4,607	-5%	-$126K	0.67%	17
2023 Q2	$2.51M	Sell	92,342 -637	-0.7%	-$16.4K	0.71%	18
2023 Q1	$2.37M	Hold	92,979	–	–	0.71%	18
2022 Q4	$2.26M	Hold	92,979	–	–	0.72%	18
2022 Q3	$2.07M	Hold	92,979	–	–	0.71%	18
2022 Q2	$2.17M	Hold	92,979	–	–	0.71%	18
2022 Q1	$2.56M	Hold	92,979	–	–	0.74%	18
2021 Q4	$2.69M	Hold	92,979	–	–	0.76%	19
2021 Q3	$2.47M	Buy	+92,979	New	+$2.53M	0.76%	19

Other funds holding DFAC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

WestHill Financial Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 86,551 shares worth $3.84M. The position accounts for 0.65% of the portfolio, ranked #18.

WestHill Financial Advisors first reported a position in DFAC in Q3 2021 and has held it in 20 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

WestHill Financial Advisors held 86,551 shares of Dimensional US Core Equity 2 ETF worth $3.84M as of Q2 2026.
WestHill Financial Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.65% of WestHill Financial Advisors's portfolio in Q2 2026, its #18 holding.
WestHill Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.