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Position history for WAWealthspire Advisors, LLC's holdings in DIMENSIONAL US CORE EQUITY 2

Wealthspire Advisors, LLC holds 7.5M shares of DFAC (DIMENSIONAL US CORE EQUITY 2), worth $334.9M as of 2026-Q2. The position was increased (+0.6% shares). DFAC represents 1.8% of Wealthspire Advisors, LLC's portfolio.

Current Value

$334.9M

Current Shares

7.5M

Total Value Change

+$63.9M

Total Shares Change

-352,283

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.5M
+0.6%
$334.9M1.8%$44.36
49
2026-Q1
Decreased
7.5M
-0.2%
$291.6M2.3%$40.59
0
2025-Q4
Decreased
7.5M
-2.0%
$297.8M2.4%$39.91
0
2025-Q3
Decreased
7.7M
-2.4%
$296.2M1.5%$38.40
0
2025-Q2
Decreased
7.9M
-5.5%
$281.9M1.6%$35.52
0
2025-Q1
Increased
8.3M
+4.3%
$274.4M1.6%$32.54
51
2024-Q4
Increased
8M
+0.9%
$275.9M2.7%$34.28
53
2024-Q3
Increased
7.9M
+3095.6%
$270.9M2.8%$33.74
85

Other major holders of DFAC: MERCER GLOBAL ADVISORS INC /ADV, Cerity Partners LLC, Focus Partners Wealth

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