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WNY Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

WNY Asset 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
Q2 		$82.9M Buy
1,867,759
+277,862
+17% +$11.9M 7.4% 3
2026
Q1 		$61.8M Buy
+1,589,897
New +$64.1M 6.39% 4
2025
Q3 		$77.4M Buy
2,006,133
+156,598
+8% +$5.84M 7.45% 4
2025
Q2 		$66.3M Buy
1,849,535
+755,073
+69% +$25.2M 7.3% 4
2025
Q1 		$36.1M Sell
1,094,462
-109,889
-9% -$3.81M 4.29% 5
2024
Q4 		$41.7M Buy
1,204,351
+124,362
+12% +$4.38M 5.16% 5
2024
Q3 		$37M Buy
1,079,989
+206,638
+24% +$6.83M 4.32% 5
2024
Q2 		$28.2M Buy
873,351
+750,213
+609% +$23.7M 3.73% 8
2024
Q1 		$3.93M Buy
123,138
+2,938
+2% +$88.7K 0.6% 36
2023
Q4 		$3.51M Buy
120,200
+6,784
+6% +$184K 0.59% 36
2023
Q3 		$2.97M Buy
+113,416
New +$3.1M 0.58% 36

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

WNY Asset Management's DFAC Position: Q2 2026 in Review

WNY Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 17% in Q2 2026, buying an estimated $11.9M and bringing the position to 1,867,759 shares worth $82.9M. The position accounts for 7.4% of the portfolio, ranked #3.

WNY Asset Management first reported a position in DFAC in Q3 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WNY Asset Management held 1,867,759 shares of Dimensional US Core Equity 2 ETF worth $82.9M as of Q2 2026.
  • WNY Asset Management bought 277,862 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11.9M.
  • Dimensional US Core Equity 2 ETF made up 7.4% of WNY Asset Management's portfolio in Q2 2026, its #3 holding.
  • WNY Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.