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Austin Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Austin Private Wealth’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
Q4 		$13.2M Buy
332,981
+13,502
+4% +$527K 0.98% 29
2025
Q3 		$12.3M Buy
319,479
+15,818
+5% +$590K 0.93% 30
2025
Q2 		$10.9M Buy
303,661
+75,354
+33% +$2.51M 0.86% 33
2025
Q1 		$7.53M Buy
228,307
+109,946
+93% +$3.82M 0.67% 35
2024
Q4 		$4.09M Buy
+118,361
New +$4.17M 0.38% 38

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Austin Private Wealth's DFAC Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.2% in Q4 2025, buying an estimated $527K and bringing the position to 332,981 shares worth $13.2M. The position accounts for 0.98% of the portfolio, ranked #29.

Austin Private Wealth first reported a position in DFAC in Q4 2024 and has held it in 5 quarters since. 1,156 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Austin Private Wealth held 332,981 shares of Dimensional US Core Equity 2 ETF worth $13.2M as of Q4 2025.
  • Austin Private Wealth bought 13,502 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $527K.
  • Dimensional US Core Equity 2 ETF made up 0.98% of Austin Private Wealth's portfolio in Q4 2025, its #29 holding.
  • Austin Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.