WhitTier Trust Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

WhitTier Trust Company’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	$456K	Hold	10,303	–	–	0.01%	410
2026 Q1	$406K	Hold	10,303	–	–	0.01%	401
2025 Q4	$417K	Hold	10,303	–	–	0.01%	383
2025 Q3	$400K	Hold	10,303	–	–	0.01%	378
2025 Q2	$369K	Hold	10,303	–	–	0.01%	430
2025 Q1	$340K	Hold	10,303	–	–	0.01%	436
2024 Q4	$356K	Hold	10,303	–	–	0.01%	415
2024 Q3	$353K	Sell	10,303 -165	-2%	-$5.45K	0.01%	398
2024 Q2	$337K	Hold	10,468	–	–	0.01%	393
2024 Q1	$334K	Hold	10,468	–	–	0.01%	388
2023 Q4	$306K	Hold	10,468	–	–	0.01%	397
2023 Q3	$274K	Sell	10,468 -2,870	-22%	-$78.3K	0.01%	409
2023 Q2	$362K	Hold	13,338	–	–	0.01%	380
2023 Q1	$340K	Hold	13,338	–	–	0.01%	386
2022 Q4	$324K	Hold	13,338	–	–	0.01%	396
2022 Q3	$297K	Buy	13,338 +3,035	+29%	+$74.5K	0.01%	398
2022 Q2	$240K	Hold	10,303	–	–	0.01%	435
2022 Q1	$284K	Hold	10,303	–	–	0.01%	419
2021 Q4	$298K	Hold	10,303	–	–	0.01%	415
2021 Q3	$274K	Hold	10,303	–	–	0.01%	414
2021 Q2	$278K	Buy	+10,303	New	+$274K	0.01%	414

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

WhitTier Trust Company's DFAC Position: Q2 2026 in Review

WhitTier Trust Company held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 10,303 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #410.

WhitTier Trust Company first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

WhitTier Trust Company held 10,303 shares of Dimensional US Core Equity 2 ETF worth $456K as of Q2 2026.
WhitTier Trust Company left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #410 holding.
WhitTier Trust Company first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.