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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
Q2 		$9.69M Sell
218,412
-2,027
-0.9% -$86.7K 6.75% 4
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 $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 22.9% 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

Woodside Wealth Management's DFAC Position: Q2 2026 in Review

Woodside Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.92% in Q2 2026, selling an estimated $86.7K and leaving 218,412 shares worth $9.69M. The position accounts for 6.75% of the portfolio, ranked #4.

Woodside Wealth Management first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Woodside Wealth Management held 218,412 shares of Dimensional US Core Equity 2 ETF worth $9.69M as of Q2 2026.
  • Woodside Wealth Management sold 2,027 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $86.7K.
  • Dimensional US Core Equity 2 ETF made up 6.75% of Woodside Wealth Management's portfolio in Q2 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 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.