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Woodside Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Woodside Wealth 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
Q1 		$8.57M Buy
220,439
+420
+0.2% +$16.9K 6.69% 4
2025
Q4 		$8.71M Buy
220,019
+123
+0.1% +$4.8K 6.5% 4
2025
Q3 		$8.48M Buy
219,896
+3,000
+1% +$112K 6.69% 4
2025
Q2 		$7.77M Hold
216,896
– – 6.69% 4
2025
Q1 		$7.16M Buy
+216,896
New +$7.53M 6.63% 4

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Woodside Wealth Management's DFAC Position: Q1 2026 in Review

Woodside Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.19% in Q1 2026, buying an estimated $16.9K and bringing the position to 220,439 shares worth $8.57M. The position accounts for 6.69% of the portfolio, ranked #4.

Woodside Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.71M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Woodside Wealth Management held 220,439 shares of Dimensional US Core Equity 2 ETF worth $8.57M as of Q1 2026.
  • Woodside Wealth Management bought 420 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $16.9K.
  • Dimensional US Core Equity 2 ETF made up 6.69% of Woodside Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Woodside Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Woodside Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $8.71M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.