WAG
DFAC icon

Winthrop Advisory Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Winthrop Advisory Group’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 		$14M Sell
315,175
-6,503
-2% -$278K 0.94% 20
2026
Q1 		$12.5M Sell
321,678
-832
-0.3% -$33.5K 1.02% 18
2025
Q4 		$12.8M Sell
322,510
-7,342
-2% -$287K 1.08% 17
2025
Q3 		$12.7M Sell
329,852
-2,074
-0.6% -$77.4K 1.11% 17
2025
Q2 		$11.9M Buy
331,926
+1,776
+0.5% +$59.2K 1.15% 17
2025
Q1 		$10.9M Sell
330,150
-7,542
-2% -$262K 1.31% 17
2024
Q4 		$11.7M Sell
337,692
-2,366
-0.7% -$83.3K 1.4% 15
2024
Q3 		$11.7M Sell
340,058
-1,748
-0.5% -$57.7K 1.44% 16
2024
Q2 		$11M Sell
341,806
-8,371
-2% -$264K 1.5% 15
2024
Q1 		$11.2M Sell
350,177
-7,847
-2% -$237K 1.62% 14
2023
Q4 		$10.5M Sell
358,024
-1,999
-0.6% -$54.1K 1.63% 13
2023
Q3 		$9.43M Sell
360,023
-938
-0.3% -$25.6K 1.55% 14
2023
Q2 		$9.8M Sell
360,961
-3,405
-0.9% -$87.8K 1.57% 14
2023
Q1 		$9.24M Hold
364,366
– – 1.63% 15
2022
Q4 		$8.85M Sell
364,366
-3,531
-1% -$85.9K 1.68% 16
2022
Q3 		$8.18M Buy
367,897
+101
+0% +$2.48K 1.75% 14
2022
Q2 		$8.57M Sell
367,796
-2,457
-0.7% -$62.2K 2.01% 13
2022
Q1 		$10.2M Sell
370,253
-4,786
-1% -$131K 2.13% 12
2021
Q4 		$10.9M Sell
375,039
-8,799
-2% -$248K 2.18% 12
2021
Q3 		$10.2M Sell
383,838
-5,276
-1% -$143K 2.27% 12
2021
Q2 		$10.5M Buy
+389,114
New +$10.3M 2.36% 12

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

Winthrop Advisory Group's DFAC Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2% in Q2 2026, selling an estimated $278K and leaving 315,175 shares worth $14M. The position accounts for 0.94% of the portfolio, ranked #20.

Winthrop Advisory Group first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Winthrop Advisory Group held 315,175 shares of Dimensional US Core Equity 2 ETF worth $14M as of Q2 2026.
  • Winthrop Advisory Group sold 6,503 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $278K.
  • Dimensional US Core Equity 2 ETF made up 0.94% of Winthrop Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Winthrop Advisory Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.