WN
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Williams & Novak’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Williams & Novak’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 		$291K Sell
6,554
-318
-5% -$13.6K 0.19% 100
2026
Q1 		$269K Hold
6,872
– – 0.2% 91
2025
Q4 		$272K Sell
6,872
-2,441
-26% -$95.3K 0.2% 89
2025
Q3 		$359K Sell
9,313
-814
-8% -$30.4K 0.28% 81
2025
Q2 		$363K Buy
10,127
+410
+4% +$13.7K 0.31% 79
2025
Q1 		$322K Buy
9,717
+2,958
+44% +$103K 0.31% 77
2024
Q4 		$234K Sell
6,759
-1,847
-21% -$65K 0.23% 94
2024
Q3 		$295K Buy
8,606
+1,446
+20% +$47.8K 0.28% 85
2024
Q2 		$231K Buy
+7,160
New +$226K 0.21% 99

Other funds holding DFAC

AC
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
PL
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
EF
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

Williams & Novak's DFAC Position: Q2 2026 in Review

Williams & Novak reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q2 2026, selling an estimated $13.6K and leaving 6,554 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #100.

Williams & Novak first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q2 2025. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Williams & Novak held 6,554 shares of Dimensional US Core Equity 2 ETF worth $291K as of Q2 2026.
  • Williams & Novak sold 318 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $13.6K.
  • Dimensional US Core Equity 2 ETF made up 0.19% of Williams & Novak's portfolio in Q2 2026, its #100 holding.
  • Williams & Novak first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • Williams & Novak's Dimensional US Core Equity 2 ETF position peaked at $363K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.