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

25 LLC’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	$3.13M	Buy	80,458 +788	+1%	+$31.7K	0.96%	18
2025 Q4	$3.15M	Sell	79,670 -25	-0%	-$976	1%	18
2025 Q3	$3.07M	Buy	79,695 +2,878	+4%	+$107K	1.05%	14
2025 Q2	$2.75M	Buy	76,817 +1,428	+2%	+$47.6K	1.01%	14
2025 Q1	$2.49M	Sell	75,389 -12,801	-15%	-$444K	1.03%	13
2024 Q4	$3.05M	Buy	88,190 +1,541	+2%	+$54.3K	1.29%	13
2024 Q3	$2.97M	Sell	86,649 -279	-0.3%	-$9.21K	1.29%	13
2024 Q2	$2.8M	Sell	86,928 -9,854	-10%	-$311K	1.33%	13
2024 Q1	$3.09M	Buy	96,782 +28	+0%	+$845	1.51%	12
2023 Q4	$2.83M	Buy	96,754 +3,439	+4%	+$93.1K	1.46%	13
2023 Q3	$2.44M	Buy	93,315 +5,808	+7%	+$159K	1.49%	12
2023 Q2	$2.42M	Buy	87,507 +15,545	+22%	+$401K	1.34%	13
2023 Q1	$1.82M	Buy	+71,962	New	+$1.82M	1.13%	14

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

25 LLC's DFAC Position: Q1 2026 in Review

25 LLC increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.99% in Q1 2026, buying an estimated $31.7K and bringing the position to 80,458 shares worth $3.13M. The position accounts for 0.96% of the portfolio, ranked #18.

25 LLC first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

25 LLC held 80,458 shares of Dimensional US Core Equity 2 ETF worth $3.13M as of Q1 2026.
25 LLC bought 788 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $31.7K.
Dimensional US Core Equity 2 ETF made up 0.96% of 25 LLC's portfolio in Q1 2026, its #18 holding.
25 LLC first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
25 LLC's Dimensional US Core Equity 2 ETF position peaked at $3.15M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on 25 LLC's 13F filing for Q1 2026, filed 20 Apr 2026.