Advisor Resource Council’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-22,381	Closed	-$738K	–	276
2025 Q1	$738K	Buy	+22,381	New	+$777K	0.06%	299
2024 Q1	–	Sell	-19,099	Closed	-$558K	–	297
2023 Q4	$558K	Buy	+19,099	New	+$517K	0.07%	257
2022 Q3	–	Sell	-35,203	Closed	-$820K	–	228
2022 Q2	$820K	Buy	+35,203	New	+$891K	0.08%	217
2022 Q1	–	Sell	-35,184	Closed	-$1.02M	–	285
2021 Q4	$1.02M	Buy	+35,184	New	+$993K	0.08%	239
2021 Q3	–	Sell	-31,007	Closed	-$837K	–	272
2021 Q2	$837K	Buy	+31,007	New	+$824K	0.09%	228

Other funds holding DFAC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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 $819M AUM 18.29% 1-Year Est. Return

Advisor Resource Council's DFAC Position: Q2 2025 in Review

Advisor Resource Council sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 22,381 shares — an estimated $738K sold.

Advisor Resource Council first reported a position in DFAC in Q2 2021 and held it in 5 quarters. The position peaked at $1.02M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

Advisor Resource Council reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 22,381 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $738K.
Advisor Resource Council first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Dimensional US Core Equity 2 ETF position peaked at $1.02M in Q4 2021.
1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.