Aquire Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aquire Wealth Advisors’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	$2.22M	Hold	57,169	–	–	0.58%	16
2025 Q4	$2.26M	Hold	57,169	–	–	0.59%	18
2025 Q3	$2.21M	Hold	57,169	–	–	0.54%	19
2025 Q2	$2.05M	Hold	57,169	–	–	0.55%	19
2025 Q1	$1.89M	Hold	57,169	–	–	0.58%	19
2024 Q4	$1.98M	Hold	57,169	–	–	0.61%	19
2024 Q3	$1.96M	Buy	57,169 +1,122	+2%	+$37.1K	0.62%	19
2024 Q2	$1.81M	Sell	56,047 -1,152	-2%	-$36.3K	0.61%	21
2024 Q1	$1.83M	Hold	57,199	–	–	0.64%	21
2023 Q4	$1.67M	Hold	57,199	–	–	0.64%	21
2023 Q3	$1.5M	Hold	57,199	–	–	0.63%	22
2023 Q2	$1.55M	Sell	57,199 -13,251	-19%	-$342K	0.62%	21
2023 Q1	$1.8M	Buy	70,450 +11	+0%	+$279	0.79%	20
2022 Q4	$1.71M	Sell	70,439 -525	-0.7%	-$12.8K	0.85%	20
2022 Q3	$1.58M	Sell	70,964 -4,318	-6%	-$106K	0.92%	22
2022 Q2	$1.75M	Sell	75,282 -4,533	-6%	-$115K	1.02%	21
2022 Q1	$2.2M	Buy	79,815 +836	+1%	+$22.9K	1.17%	22
2021 Q4	$2.29M	Buy	+78,979	New	+$2.23M	1.2%	21

Other funds holding DFAC

Mercer Global Advisors

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

LPL Financial San Diego, California $376B 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

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return