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

WPWealth’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 		$6.12M Buy
137,866
+4,147
+3% +$177K 0.91% 13
2026
Q1 		$5.2M Sell
133,719
-1,404
-1% -$56.6K 0.79% 15
2025
Q4 		$5.35M Sell
135,123
-4,742
-3% -$185K 0.84% 15
2025
Q3 		$5.39M Sell
139,865
-135
-0.1% -$5.04K 0.88% 16
2025
Q2 		$5.02M Buy
140,000
+3,445
+3% +$115K 0.9% 16
2025
Q1 		$4.5M Buy
136,555
+250
+0.2% +$8.68K 0.89% 12
2024
Q4 		$4.71M Buy
136,305
+23,412
+21% +$825K 0.96% 13
2024
Q3 		$3.87M Buy
112,893
+3,591
+3% +$119K 0.8% 15
2024
Q2 		$3.52M Buy
109,302
+327
+0.3% +$10.3K 0.85% 14
2024
Q1 		$3.48M Buy
108,975
+224
+0.2% +$6.76K 0.9% 14
2023
Q4 		$3.18M Sell
108,751
-170
-0.2% -$4.6K 0.98% 14
2023
Q3 		$2.85M Buy
108,921
+205
+0.2% +$5.59K 1.09% 13
2023
Q2 		$2.95M Buy
108,716
+193
+0.2% +$4.97K 1.27% 15
2023
Q1 		$2.77M Sell
108,523
-1,379
-1% -$34.9K 1.28% 14
2022
Q4 		$2.67M Buy
+109,902
New +$2.67M 1.4% 13

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

WPWealth's DFAC Position: Q2 2026 in Review

WPWealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.1% in Q2 2026, buying an estimated $177K and bringing the position to 137,866 shares worth $6.12M. The position accounts for 0.91% of the portfolio, ranked #13.

WPWealth first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WPWealth held 137,866 shares of Dimensional US Core Equity 2 ETF worth $6.12M as of Q2 2026.
  • WPWealth bought 4,147 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $177K.
  • Dimensional US Core Equity 2 ETF made up 0.91% of WPWealth's portfolio in Q2 2026, its #13 holding.
  • WPWealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.