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DFAC icon

WorthPointe’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

WorthPointe’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 		$75.2M Sell
1,695,187
-22,615
-1% -$968K 18.87% 1
2026
Q1 		$66.8M Sell
1,717,802
-5,516
-0.3% -$222K 18.07% 1
2025
Q4 		$68.2M Sell
1,723,318
-20,778
-1% -$811K 17.92% 1
2025
Q3 		$67.3M Sell
1,744,096
-21,163
-1% -$790K 25.22% 1
2025
Q2 		$63.3M Buy
1,765,259
+22,257
+1% +$742K 26.62% 1
2025
Q1 		$57.5M Sell
1,743,002
-341,012
-16% -$11.8M 25.72% 1
2024
Q4 		$72.1M Sell
2,084,014
-48,923
-2% -$1.72M 29.36% 1
2024
Q3 		$73.1M Sell
2,132,937
-29,665
-1% -$980K 30.78% 1
2024
Q2 		$69.7M Sell
2,162,602
-53,740
-2% -$1.69M 31.79% 1
2024
Q1 		$70.8M Sell
2,216,342
-6,316
-0.3% -$191K 35.65% 1
2023
Q4 		$65M Buy
2,222,658
+23,914
+1% +$647K 33.05% 1
2023
Q3 		$57.6M Buy
2,198,744
+63,757
+3% +$1.74M 33.96% 1
2023
Q2 		$58M Buy
2,134,987
+43,445
+2% +$1.12M 35.03% 1
2023
Q1 		$53.3M Buy
2,091,542
+65,994
+3% +$1.67M 34.6% 1
2022
Q4 		$49.2M Sell
2,025,548
-61,181
-3% -$1.49M 33.3% 1
2022
Q3 		$46.4M Buy
2,086,729
+9,202
+0.4% +$226K 38.98% 1
2022
Q2 		$48.4M Sell
2,077,527
-62,073
-3% -$1.57M 40.61% 1
2022
Q1 		$59M Buy
2,139,600
+121,964
+6% +$3.34M 47.4% 1
2021
Q4 		$54.4M Buy
+2,017,636
New +$56.9M 48.36% 1

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

WorthPointe's DFAC Position: Q2 2026 in Review

WorthPointe reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q2 2026, selling an estimated $968K and leaving 1,695,187 shares worth $75.2M. The position accounts for 18.87% of the portfolio, ranked #1.

WorthPointe first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,212 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WorthPointe held 1,695,187 shares of Dimensional US Core Equity 2 ETF worth $75.2M as of Q2 2026.
  • WorthPointe sold 22,615 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $968K.
  • Dimensional US Core Equity 2 ETF made up 18.87% of WorthPointe's portfolio in Q2 2026, its #1 holding.
  • WorthPointe first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.