Aspire Private Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Aspire Private Capital’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 Q2	$1.14M	Buy	25,635 +364	+1%	+$15.6K	0.24%	87
2026 Q1	$982K	Sell	25,271 -2,847	-10%	-$115K	0.22%	94
2025 Q4	$1.11M	Sell	28,118 -5,377	-16%	-$210K	0.25%	91
2025 Q3	$1.29M	Buy	33,495 +604	+2%	+$22.5K	0.28%	83
2025 Q2	$1.18M	Buy	32,891 +2	+0%	+$67	0.27%	84
2025 Q1	$1.09M	Sell	32,889 -216	-0.7%	-$7.5K	0.27%	78
2024 Q4	$1.15M	Buy	33,105 +874	+3%	+$30.8K	0.28%	68
2024 Q3	$1.11M	Buy	32,231 +703	+2%	+$23.2K	0.26%	68
2024 Q2	$1.02M	Buy	31,528 +1,900	+6%	+$59.9K	0.26%	64
2024 Q1	$947K	Buy	29,628 +9,932	+50%	+$300K	0.25%	68
2023 Q4	$576K	Buy	19,696 +4,944	+34%	+$134K	0.17%	92
2023 Q3	$387K	Buy	14,752 +4,674	+46%	+$128K	0.13%	101
2023 Q2	$274K	Buy	+10,078	New	+$260K	0.09%	115

Other funds holding DFAC

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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return