Zacks Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Zacks Investment 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	$293K	Buy	+7,544	New	+$304K	﹤0.01%	588
2023 Q3	–	Sell	-52,613	Closed	-$1.43M	–	630
2023 Q2	$1.43M	Buy	52,613 +246	+0.5%	+$6.34K	0.02%	327
2023 Q1	$1.33M	Buy	52,367 +249	+0.5%	+$6.31K	0.02%	323
2022 Q4	$1.27M	Buy	52,118 +2,798	+6%	+$68.1K	0.02%	329
2022 Q3	$1.1M	Buy	49,320 +8,002	+19%	+$196K	0.02%	329
2022 Q2	$963K	Buy	41,318 +6,183	+18%	+$157K	0.01%	342
2022 Q1	$969K	Buy	35,135 +21,814	+164%	+$597K	0.01%	371
2021 Q4	$386K	Buy	+13,321	New	+$376K	0.01%	498

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Zacks Investment Management's DFAC Position: Q1 2026 in Review

Zacks Investment Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026: 7,544 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in DFAC as recently as Q2 2023.

Zacks Investment Management first reported a position in DFAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Zacks Investment Management held 7,544 shares of Dimensional US Core Equity 2 ETF worth $293K as of Q1 2026.
Dimensional US Core Equity 2 ETF was a new Zacks Investment Management position in Q1 2026.
Dimensional US Core Equity 2 ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #588 holding.
Zacks Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 8 quarters since.
Zacks Investment Management's Dimensional US Core Equity 2 ETF position peaked at $1.43M in Q2 2023.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.