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Advisory Alpha’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Advisory Alpha’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
-13,659
Closed -$451K – 486
2025
Q1 		$451K Sell
13,659
-152
-1% -$5.28K 0.02% 267
2024
Q4 		$478K Buy
13,811
+1
+0% +$35 0.02% 242
2024
Q3 		$474K Sell
13,810
-306
-2% -$10.1K 0.02% 240
2024
Q2 		$455K Sell
14,116
-469
-3% -$14.8K 0.02% 225
2024
Q1 		$466K Hold
14,585
– – 0.02% 222
2023
Q4 		$426K Sell
14,585
-1,671
-10% -$45.2K 0.02% 218
2023
Q3 		$426K Sell
16,256
-2,730
-14% -$74.5K 0.02% 206
2023
Q2 		$515K Buy
18,986
+5,042
+36% +$130K 0.03% 211
2023
Q1 		$355K Buy
13,944
+273
+2% +$6.92K 0.02% 213
2022
Q4 		$332K Buy
13,671
+18
+0.1% +$438 0.02% 202
2022
Q3 		$304K Buy
13,653
+14
+0.1% +$344 0.02% 201
2022
Q2 		$318K Buy
13,639
+14
+0.1% +$354 0.02% 193
2022
Q1 		$376K Buy
13,625
+7
+0.1% +$192 0.02% 197
2021
Q4 		$395K Buy
13,618
+15
+0.1% +$423 0.02% 193
2021
Q3 		$361K Buy
+13,603
New +$370K 0.02% 187

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
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

Advisory Alpha's DFAC Position: Q2 2025 in Review

Advisory Alpha sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2025, closing a stake of 13,659 shares — an estimated $451K sold.

Advisory Alpha first reported a position in DFAC in Q3 2021 and held it in 15 quarters. The position peaked at $515K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Advisory Alpha reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Advisory Alpha sold 13,659 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $451K.
  • Advisory Alpha first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 15 quarters.
  • Advisory Alpha's Dimensional US Core Equity 2 ETF position peaked at $515K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Advisory Alpha's 13F filing for Q2 2025, filed 1 Aug 2025.