ZF
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Zhang Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Zhang Financial’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 		$144M Sell
3,238,499
-24,706
-0.8% -$1.06M 4.2% 7
2026
Q1 		$127M Sell
3,263,205
-58,206
-2% -$2.35M 4.38% 7
2025
Q4 		$131M Buy
3,321,411
+30,820
+0.9% +$1.2M 4.9% 6
2025
Q3 		$127M Buy
3,290,591
+81,683
+3% +$3.05M 5.16% 6
2025
Q2 		$115M Buy
3,208,908
+59,928
+2% +$2M 5.31% 5
2025
Q1 		$104M Buy
3,148,980
+314,732
+11% +$10.9M 5.49% 4
2024
Q4 		$98M Buy
2,834,248
+349,509
+14% +$12.3M 5.61% 4
2024
Q3 		$85.2M Buy
2,484,739
+267,310
+12% +$8.83M 5.38% 4
2024
Q2 		$71.5M Buy
2,217,429
+263,234
+13% +$8.3M 5% 5
2024
Q1 		$62.4M Buy
1,954,195
+284,470
+17% +$8.59M 4.63% 5
2023
Q4 		$48.8M Buy
1,669,725
+318,312
+24% +$8.61M 4.19% 7
2023
Q3 		$35.5M Buy
1,351,413
+272,181
+25% +$7.43M 3.59% 8
2023
Q2 		$29.3M Buy
1,079,232
+140,513
+15% +$3.62M 3.01% 9
2023
Q1 		$23.9M Buy
938,719
+167,516
+22% +$4.24M 2.73% 10
2022
Q4 		$18.7M Buy
771,203
+180,464
+31% +$4.39M 2.39% 11
2022
Q3 		$13.1M Buy
590,739
+134,108
+29% +$3.29M 1.98% 11
2022
Q2 		$10.6M Buy
456,631
+442,975
+3,244% +$11.2M 1.71% 13
2022
Q1 		$377K Sell
13,656
-236,939
-95% -$6.49M 0.06% 164
2021
Q4 		$7.26M Buy
250,595
+265
+0.1% +$7.48K 1.29% 16
2021
Q3 		$6.65M Sell
250,330
-2,752
-1% -$74.8K 1.54% 14
2021
Q2 		$6.83M Buy
+253,082
New +$6.73M 1.68% 12

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Zhang Financial's DFAC Position: Q2 2026 in Review

Zhang Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.76% in Q2 2026, selling an estimated $1.06M and leaving 3,238,499 shares worth $144M. The position accounts for 4.2% of the portfolio, ranked #7.

Zhang Financial first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Zhang Financial held 3,238,499 shares of Dimensional US Core Equity 2 ETF worth $144M as of Q2 2026.
  • Zhang Financial sold 24,706 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.06M.
  • Dimensional US Core Equity 2 ETF made up 4.2% of Zhang Financial's portfolio in Q2 2026, its #7 holding.
  • Zhang Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.