ZIM
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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
Q2 		– Sell
-7,544
Closed -$293K – 751
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
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

Zacks Investment Management's DFAC Position: Q2 2026 in Review

Zacks Investment Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026, closing a stake of 7,544 shares — an estimated $293K sold.

Zacks Investment Management first reported a position in DFAC in Q4 2021 and held it in 8 quarters. The position peaked at $1.43M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Zacks Investment Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 7,544 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $293K.
  • Zacks Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 8 quarters.
  • Zacks Investment Management's Dimensional US Core Equity 2 ETF position peaked at $1.43M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.